Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Retirement Advantage Money Fund in their Schedule of Assets, totaling $38K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | METROPOLITAN ALLIANCE OF CONNECTED COMMUNITIES MACC 403(B) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 264 | $6.3M | $36K |
| 2 | NEXPOINT ADVISORS, L.P. NEXPOINT 401(K) PLAN | DALLAS TX | 289 | $88.1M | $3K |
