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 Investor Shares in their Schedule of Assets, totaling $179K 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 | ATLANTIC HEALTH SYSTEM INC. ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORRISTOWN NJ | 22,873 | $1.3B | $179K |
