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 Ultra in their Schedule of Assets, totaling $5.3M 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 | DAVIS+GILBERT LLP DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN | NEW YORK NY | 135 | $149.2M | $5.3M |
