Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Value Advantage Money Fund Registered investment company in their Schedule of Assets, totaling $2.4M 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 | PACIFIC OFFICE AUTOMATION, INC. PACIFIC OFFICE AUTOMATION CAPITAL ACCUMULATION PLAN | BEAVERTON OR | 1,160 | $157.4M | $1.8M |
| 2 | DOPKINS & COMPANY, LLP DOPKINS & COMPANY PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | BUFFALO NY | 77 | $29.3M | $594K |
