Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab Funds Schwab Value Advantage Money Fund in their Schedule of Assets, totaling $58K 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 | SHODEEN GROUP, LLC SHODEEN GROUP, LLC 401(K) PLAN | GENEVA IL | 119 | $14.0M | $58K |
