Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Vanguard Selected Value Fund - in their Schedule of Assets, totaling $129.9M 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 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $37.7M |
| 2 | NOMURA SECURITIES INTERNATIONAL, INC. NOMURA SECURITIES INTERNATIONAL, INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 2,190 | $1.2B | $11.3M |
| 3 |
CHICAGO IL |
| 16,383 |
| $2.0B |
| $10.8M |
| 4 | VILLANOVA UNIVERSITY VILLANOVA UNIVERSITY RETIREMENT SAVINGS PLAN | VILLANOVA PA | 3,257 | $1.2B | $10.5M |
| 5 | DEBEVOISE & PLIMPTON LLP DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR PARTNERS AND STAFF | NEW YORK NY | 745 | $380.8M | $6.1M |
| 6 | DRAEGER, INC. DRAEGER US RETIREMENT SAVINGS PLAN | TELFORD PA | 1,099 | $339.9M | $5.6M |
| 7 | IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES IBEW LOCAL UNION NO. 22/NECA DEFINED CONTRIBUTION PENSION FUND, PLAN B | OMAHA NE | 3,156 | $353.1M | $4.8M |
| 8 | SHIPMAN & GOODWIN LLP SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST | HARTFORD CT | 236 | $193.4M | $4.0M |
| 9 | CRODA INC. CRODA INC. RETIREMENT SAVINGS PLAN | PLAINSBORO NJ | 841 | $208.5M | $4.0M |
| 10 | DEBEVOISE & PLIMPTON LLP RETIREMENT PLAN FOR LAWYERS OF DEBEVOISE & PLIMPTON LLP | NEW YORK NY | 142 | $214.3M | $3.7M |
