Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Schwab Value Advantage M in their Schedule of Assets, totaling $694K 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 | MILLER TRANSPORTATION, INC. MILLER TRANSPORTATION 401(K) PLAN AND TRUST | LOUISVILLE KY | 530 | $7.3M | $415K |
| 2 | AUGUST SCHELL ENTERPRISES AUGUST SCHELL ENTERPRISES 401K PLAN AND TRUST | ROCKVILLE MD | 115 | $13.3M | $279K |
