Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Selected Value Fund Investor Shares Registered Investment Company in their Schedule of Assets, totaling $41.2M 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 | KLA CORPORATION KLA 401(K) PLAN | MILPITAS CA | 7,680 | $2.1B | $38.1M |
| 2 | HARTER SECREST & EMERY LLP HARTER SECREST & EMERY SAVINGS AND PROFIT-SHARING PLAN | ROCHESTER NY | 213 | $159.6M | $1.5M |
| 3 | GI MANAGER L.P. GI PARTNERS 401(K) PLAN |
| 181 |
| $63.9M |
| $1.0M |
| 4 | BAYADA HOME HEALTH CARE, INC. BAYADA HOME HEALTH CARE 403(B) PLAN | PENNSAUKEN NJ | 674 | $33.5M | $620K |
