Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Group Vanguard Selected Value Investor Fund in their Schedule of Assets, totaling $2.0M 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 | NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 248 | $91.4M | $846K |
| 2 | SUBSYSTEM TECHNOLOGIES, INC. SUBSYSTEM TECHNOLOGIES, INC. 401(K) PLAN | ARLINGTON VA | 241 | $18.0M | $515K |
| 3 | COLORADO WEST HEALTHCARE SYSTEM DBA COMMUNITY HOSPITAL |
GRAND JUNCTION CO |
| 1,425 |
| $70.2M |
| $394K |
| 4 | KMS SOLUTIONS, LLC KMS SOLUTIONS, LLC 401(K) PLAN | ALEXANDRIA VA | 271 | $21.1M | $267K |