Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Investment Schwab Value Advantage Money Ulta Management Inc. # in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LINKLATERS LLP LINKLATERS LLP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 126 | $89.8M | $1.7M |
| 2 | LINKLATERS LLP LINKLATERS LLP 401(K) PLAN FOR ASSOCIATES | NEW YORK NY | 166 | $37.3M | $394K |
