Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Schwab Value Adv Money-Isp Schwab Value Adv Money-Isp ^ in their Schedule of Assets, totaling $2.6M 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 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $1.0M |
| 2 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP MASTER TRUST | CHICAGO IL | — | $373.0M | $817K |
| 3 | CHAPMAN AND CUTLER LLP |
CHICAGO IL |
| 310 |
| $210.6M |
| $448K |
| 4 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP SALARY DEFERRAL PLAN FOR PARTNERS AND SUPPORT STAFF | CHICAGO IL | 336 | $135.9M | $297K |
| 5 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP SALARY DEFERRAL PLAN FOR ATTORNEY EMPLOYEES | CHICAGO IL | 156 | $33.0M | $72K |
