Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Schwab Value Advantage Money Fund " in their Schedule of Assets, totaling $13.9M 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 | NEXPOINT ADVISORS, L.P. NEXPOINT 401(K) PLAN | DALLAS TX | 289 | $88.1M | $5.6M |
| 2 | OYO CORPORATION U.S.A. OYO CORPORATION U.S.A. EMPLOYEES' 401(K) RETIREMENT PLAN | PASADENA CA | 239 | $59.6M | $4.4M |
| 3 | SULPHUR SPRINGS BANCSHARES, INC. SULPHUR SPRINGS BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS |
SULPHUR SPRINGS TX |
| 257 |
| $28.6M |
| $1.7M |
| 4 | CENTRAL VALLEY COMMUNITY MEDICAL IMAGING COMMUNITY MEDICAL IMAGING 401(K) PROFIT SHARING PLAN | FRESNO CA | 197 | $77.5M | $784K |
| 5 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $576K |
| 6 | REECE SUPPLY COMPANY, INC. REECE SUPPLY COMPANY PROFIT SHARING PLAN AND TRUST | IRVING TX | 189 | $13.8M | $559K |
| 7 | VENTURA ORTHOPEDICS MEDICAL GROUP, INC. VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | CAMARILLO CA | 234 | $35.7M | $157K |
| 8 | COMPORIUM, INC. COMPORIUM INC RETIREE MEDICAL PLAN | ROCK HILL SC | 218 | $7.9M | $76K |
| 9 | GPA ACQUISITION COMPANY, LLC FEDRIGONI US EMPLOYEE SAVINGS & RETIREMENT PLAN | MCCOOK IL | 239 | $22.5M | $41K |
