Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Selected Value Fund Inv. Mutual 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KEITHLY-WILLIAMS SEEDS, INC. KEITHLY-WILLIAMS SEEDS, INC. 401(K) PROFIT SHARING PLAN | YUMA AZ | 125 | $22.1M | $1.2M |
| 2 | JAMES W. FOWLER CO. JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN | DALLAS OR | 189 | $17.5M | $560K |
| 3 | TRI-CENTURY EYE CARE, P.C. |
SOUTHAMPTON PA |
| 89 |
| $22.2M |
| $275K |
