Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Party Value * Charles Schwab Value Advantage Money Ultra in their Schedule of Assets, totaling $1.7M 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 | TAYLOR UNITED, INC. TAYLOR UNITED, INC. 401(K) PLAN | SHELTON WA | 497 | $32.8M | $1.7M |
