Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard Selected Value Fund Mutual fund - in their Schedule of Assets, totaling $165.8M 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 | LATHAM & WATKINS LLP LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES CA | 4,864 | $3.1B | $78.7M |
| 2 | WIND RIVER SYSTEMS, INC. WIND RIVER SYSTEMS, INC. 401(K) PLAN | ALAMEDA CA | 503 | $314.1M | $17.3M |
| 3 | COPELAND, LP COPELAND EMPLOYEE SAVINGS INVESTMENT PLAN |
ST. LOUIS MO |
| 4,162 |
| $570.2M |
| $14.0M |
| 4 | LOGITECH INC. LOGITECH 401(K) PLAN | SAN JOSE CA | 1,170 | $360.1M | $11.3M |
| 5 | ILLUMINA, INC. ILLUMINA, INC. 401(K) PLAN | SAN DIEGO CA | 5,088 | $1.1B | $10.8M |
| 6 | FORTINET, INC. FORTINET INC. 401(K) PLAN | SUNNYVALE CA | 3,826 | $478.9M | $7.7M |
| 7 | PACIFIC COAST BUILDING PRODUCTS, IN PACIFIC COAST BUILDING PRODUCTS, INC. 401(K) SAVINGS PLAN | RANCH CORDOVA CA | 3,095 | $153.5M | $3.4M |
| 8 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $3.3M |
| 9 | THE RICHARDS GROUP, INC. TRG 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 219 | $187.9M | $3.0M |
| 10 | LIFE TIME, INC. LIFE TIME AND ITS AFFILIATES 401(K) PLAN | CHANHASSEN MN | 41,362 | $332.1M | $2.6M |
