Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Selected Value Fund Registered investment company in their Schedule of Assets, totaling $29.8M 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 | SOUND INPATIENT PHYSICIANS, INC. SOUND PHYSICIANS 401(K) PLAN | TACOMA WA | 4,098 | $557.0M | $8.3M |
| 2 | BIOMARIN PHARMACEUTICAL INC. BIOMARIN PHARMACEUTICAL INC. RETIREMENT SAVINGS PLAN | NOVATO CA | 1,939 | $715.0M | $6.9M |
| 3 | WESTON SOLUTIONS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN |
WEST CHESTER PA |
| 1,041 |
| $546.0M |
| $2.4M |
| 4 | WES HOLDINGS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | WEST CHESTER PA | 1,041 | $546.0M | $2.4M |
| 5 | ANDERSEN TAX LLC ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN | SAN FRANCISCO CA | 2,168 | $336.9M | $2.2M |
| 6 | SAI CONSULTING ENGINEERS, INC. SAI CONSULTING ENGINEERS, INC. 401(K) RS PLAN | PITTSBURGH PA | 139 | $47.9M | $1.7M |
| 7 | PETRUS TRUST COMPANY, LTA PEROT EMPLOYEE RETIREMENT SAVINGS PLAN | DALLAS TX | 99 | $55.0M | $1.4M |
| 8 | RENISHAW, INC. RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN | WEST DUNDEE IL | 217 | $57.4M | $1.4M |
| 9 | MCNICHOLS COMPANY MCNICHOLS COMPANY PROFIT SHARING AND 401(K) PLAN | TAMPA FL | 314 | $46.0M | $997K |
| 10 | COBB MECHANICAL CONTRACTORS, INC. COBB MECHANICAL CONTRACTORS, INC. 401 (K) & PROFIT SHARING PLAN | COLORADO SPRINGS CO | 201 | $31.0M | $737K |
