Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab Value Advantage Money Market * Money Market in their Schedule of Assets, totaling $2.3M 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 | STEPHENS INSTITUTE DBA ACADEMY OF ART UNIVERSITY ACADEMY OF ART UNIVERSITY 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 1,132 | $85.6M | $2.3M |
