Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Schwab Value Advan Money Ultra Registered Investment Company in their Schedule of Assets, totaling $21.2M 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 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 401(K) PLAN | NEW YORK NY | 333 | $219.1M | $9.6M |
| 2 | MOORE CAPITAL MANAGEMENT, LP MOORE CAPITAL MANAGEMENT, LP 401(K) PLAN | NEW YORK NY | 458 | $209.4M | $7.9M |
| 3 | LINKLATERS LLP LINKLATERS LLP 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 126 |
| $89.8M |
| $1.7M |
| 4 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $1.1M |
| 5 | GARAN LUCOW MILLER, P.C. GARAN LUCOW MILLER, P.C. PROFIT SHARING PLAN & TRUST | DETROIT MI | 120 | $46.1M | $591K |
| 6 | LINKLATERS LLP LINKLATERS LLP 401(K) PLAN FOR ASSOCIATES | NEW YORK NY | 166 | $37.3M | $394K |
