Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Money market fund - Schwab Value Advantage Money Fund in their Schedule of Assets, totaling $181K 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 | STERLING-RICE GROUP, INC. STERLING-RICE GROUP, INC. 401(K) PROFIT SHARING PLAN | BOULDER CO | 76 | $20.4M | $181K |
