Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Selected Value Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $2.8M 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 | DUININCK COMPANIES DUININCK COMPANIES 401(K) PLAN | PRINSBURG MN | 1,281 | $137.6M | $897K |
| 2 | BERLINER COHEN, LLP BERLINER COHEN RETIREMENT PLAN | SAN JOSE CA | 107 | $54.1M | $681K |
| 3 | CIVIL DESIGN, INC. CDI 401(K) PLAN | ST. LOUIS MO |
| 144 |
| $12.2M |
| $476K |
| 4 | CARL ZEISS VISION INC. CARL ZEISS VISION INC. 401(K) PLAN | HEBRON KY | 783 | $70.0M | $226K |
| 5 | CAREINGTON INTERNATIONAL CORPORATION CAREINGTON 401(K) PLAN | FRISCO TX | 623 | $28.7M | $196K |
| 6 | JOHNSON-LANCASTER & ASSOCIATES JOHNSON-LANCASTER & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 197 | $9.0M | $168K |
| 7 | HEYWARD ALLEN MOTOR COMPANY, INC. HEYWARD ALLEN MOTOR COMPANY, INC. PROFIT SHARING AND SALARY DEFERRAL PLAN | ATHENS GA | 214 | $11.9M | $98K |
| 8 | CMS OPERATIONS, LLC CMS OPERATIONS, LLC 401(K) PLAN | ST. LOUIS MO | 547 | $15.7M | $60K |
| 9 | BUSCH GROUP, LLC THE BUSCH GROUP 401(K) PLAN | IRVINE CA | 3,155 | $32.7M | $22K |
| 10 | EAGLE CONSTRUCTION OF VA, LLC EAGLE CONSTRUCTION OF VA, LLC 401(K) PLAN | HENRICO VA | 124 | $9.7M | $12K |
