Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Schwab Retirement Advtg Money Fund in their Schedule of Assets, totaling $1.2M 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 | O'BRIEN STEEL SERVICE CO. O'BRIEN GROUP 401(K) PLAN | PEORIA IL | 422 | $25.9M | $1.2M |
