Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Value Advantage ‐ in their Schedule of Assets, totaling $276K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FEDERAL INTEGRATED SYSTEMS CORPORAION FISC 401K PLAN AND TRUST | ALEXANDRIA VA | 278 | $3.9M | $208K |
| 2 | POINT DEDICATED SERVICES, INC. POINT DEDICATED SERVICES, INC. 401(K) PROFIT SHARING PLAN | TROY MI | 182 | $3.0M | $68K |
