Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Charles Schwab Value Advantage Money Fund in their Schedule of Assets, totaling $9.3M 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 | EDMUNDS.COM, INC. EDMUNDS.COM, INC. 401(K) PLAN | SANTA MONICA CA | 482 | $143.7M | $7.4M |
| 2 | DENTONS COHEN & GRIGSBY, P.C. DENTONS COHEN & GRIGSBY P.C. PENSION PLAN | PITTSBURGH PA | 138 | $150.7M | $1.4M |
| 3 | DENTONS COHEN & GRIGSBY P.C. DENTONS COHEN & GRIGSBY P.C. 401(K) PLAN |
PITTSBURGH PA |
| 194 |
| $39.9M |
| $481K |
