Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Sel Value Inv Fund in their Schedule of Assets, totaling $7.5M 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 | HEINEN'S, INC. HEINEN'S INC. ASSOCIATES' RETIREMENT INCOME PLAN | WARRENSVILLE HEIGHTS OH | 755 | $70.4M | $2.3M |
| 2 | JAMESTOWN MANAGEMENT CORP. JAMESTOWN 401(K) PLAN | ATLANTA GA | 544 | $90.2M | $2.1M |
| 3 | THE APPAREL GROUP, LTD THE APPAREL GROUP, LTD. EMPLOYEE SAVINGS AND PROTECTION PLAN |
LEWISVILLE TX |
| 166 |
| $20.7M |
| $1.2M |
| 4 | ALABAMA COUSHATTA TRIBE OF TEXAS ALABAMA COUSHATTA RETIREMENT PLAN | LIVINGSTON TX | 674 | $18.5M | $539K |
| 5 | R.V. KUHNS & ASSOCIATES, INC. DBA RVK, INC. RVK, INC. RETIREMENT SAVINGS PLAN | PORTLAND OR | 143 | $32.7M | $440K |
| 6 | JOYCE MOTOR CORP. DBA JOYCE HONDA JOYCE MOTORS CORP. 401(K) PLAN | DENVILLE NJ | 155 | $8.9M | $406K |
| 7 | OPTO 22 OPTO 22 MONEY PURCHASE PENSION PLAN AND TRUST | TEMECULA CA | 117 | $22.4M | $398K |
| 8 | AVOQ LLC AVOQ RETIREMENT PLAN | WASHINGTON DC | 211 | $23.9M | $100K |
| 9 | WIRELESS VISION, LLC WIRELESS VISION, LLC 401(K) PLAN | BLOOMFIELD HILLS MI | 2,083 | $13.7M | $3K |
| 10 | PARKER AMERICAS INC. PARKER AMERICAS INC. 401(K) RETIREMENT PLAN | KANSAS CITY MO | 116 | $15.6M | $506 |