Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group Vanguard Selected Value Inv in their Schedule of Assets, totaling $17.0M 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 | CUBIC CORPORATION CUBIC CORPORATION 401(K) RETIREMENT PLAN | SAN DIEGO CA | 1,834 | $634.2M | $16.9M |
| 2 | BROADWAY SERVICES INC. BROADWAY SERVICES INC. RETIREMENT PLAN | NEW ORLEANS LA | 137 | $4.2M | $100K |