Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab Investments Schwab Value Advantage Money Fund in their Schedule of Assets, totaling $20K 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 | HOUSTON GRAND OPERA, INC. HOUSTON GRAND OPERA, INC. 403(B) PLAN | HOUSTON TX | 894 | $8.1M | $20K |
