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 Money Investor Shares in their Schedule of Assets, totaling $636K 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 | G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA MD | 223 | $59.5M | $552K |
| 2 | X-RAY ASSOCIATES OF NEW MEXICO, P.C. X-RAY ASSOCIATES OF NEW MEXICO, P. C. 401(K) PROFIT SHARING PLAN AND TRUST | ALBUQUERQUE NM | 274 | $76.8M | $84K |
