Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Van Selected Value - Inv in their Schedule of Assets, totaling $11.2M 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 | ATLANTA BONDED WAREHOUSE CORP ATLANTA BONDED WAREHOUSE CORP 401(K) RETIREMENT PLAN | KENNESAW GA | 910 | $67.2M | $1.9M |
| 2 | LEADEC CORP. LEADEC CORP. 401(K) PLAN | CINCINNATI OH | 1,532 | $45.3M | $1.8M |
| 3 | CONSTRUCTION & HEALTHCARE CONSULTANTS, LP CHC 401(K) PLAN |
PITTSBURGH PA |
| 735 |
| $65.3M |
| $1.3M |
| 4 | SALISBURY HOUSE, LLC NEW STORY RETIREMENT PLAN | BALTIMORE MD | 2,958 | $62.9M | $1.2M |
| 5 | ADVANCED DIGITAL DATA, INC. ADVANCED DIGITAL DATA INC. EMPLOYEE SAVINGS PLAN | FLANDERS NJ | 131 | $32.2M | $1.1M |
| 6 | S. C. STATE FEDERAL CREDIT UNION S. C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | COLUMBIA SC | 241 | $19.7M | $687K |
| 7 | REALTY INCOME CORPORATION REALTY INCOME RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 404 | $55.4M | $502K |
| 8 | APCO GRAPHICS, INC. APCO GRAPHICS, INC. 401(K) PLAN | ATLANTA GA | 101 | $13.7M | $439K |
| 9 | COLUMBIA CREDIT UNION COLUMBIA 401(K) PLAN | VANCOUVER WA | 294 | $39.9M | $403K |
| 10 | COMPLETE HEALTH PARTNERS HOLDING COMPLETE HEALTH PARTNERS 401(K) PLAN | JACKSONVILLE FL | 805 | $25.8M | $313K |
