Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Value Advantage Fund " in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASPIRIANT LLC ASPIRIANT 401(K) AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 231 | $75.4M | $1.5M |
| 2 | LADIES PROFESSIONAL GOLF ASSOCIATION LADIES PROFESSIONAL GOLF ASSOCIATION 401(K) PROFIT SHARING PLAN | DAYTONA BEACH FL | 194 | $23.1M | $380K |
| 3 | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC |
SAN FRANCISCO CA |
| 89 |
| $56.0M |
| $53K |
