Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab Funds Schwab Treasury Oblig Money Val Advtg - 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 | ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN | ROCKVILLE MD | 187 | $37.6M | $1.2M |
