Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Schwab Value Advantage M in their Schedule of Assets, totaling $204K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SITEWORX LLC DBA SHIFT7 DIGITAL SHIFT7 DIGITAL 401(K) PLAN | CHICAGO IL | 122 | $8.5M | $137K |
| 2 | DIGNARI, LLC DIGNARI, LLC 401(K) PLAN | ALEXANDRIA VA | 0 | $3.1M | $67K |
