Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 69 U.S. retirement plans report holding Vanguard Selected Value Fund - in their Schedule of Assets, totaling $150.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | BARROW, HANLEY, MEWHINNEY AND STRAUSS, LLC BARROW, HANLEY PROFIT SHARING & 401(K) PLAN | DALLAS TX | 100 | $90.6M | $14.0M |
| 3 | NOMURA SECURITIES INTERNATIONAL, INC. |
NEW YORK NY |
| 2,190 |
| $1.2B |
| $11.3M |
| 4 | BOARD OF TRUSTEES OF MID-AMERICA CARP REG COUNCIL SUPPLEMENTAL RETIREM MID-AMERICA CARPENTERS REGIONAL COUNCIL SUPPLEMENTAL RETIREMENT PLAN | CHICAGO IL | 16,383 | $2.0B | $10.8M |
| 5 | VILLANOVA UNIVERSITY VILLANOVA UNIVERSITY RETIREMENT SAVINGS PLAN | VILLANOVA PA | 3,257 | $1.2B | $10.5M |
| 6 | DEBEVOISE & PLIMPTON LLP DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR PARTNERS AND STAFF | NEW YORK NY | 745 | $380.8M | $6.1M |
| 7 | DRAEGER, INC. DRAEGER US RETIREMENT SAVINGS PLAN | TELFORD PA | 1,099 | $339.9M | $5.6M |
| 8 | 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 |
| 9 | CARMODY TORRANCE SANDAK & HENNESSEY LLP CARMODY TORRANCE SANDAK & HENNESSEY LLP EMPLOYEES' PROFIT SHARING PLAN | WATERBURY CT | 137 | $108.5M | $4.3M |
| 10 | SHIPMAN & GOODWIN LLP SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST | HARTFORD CT | 236 | $193.4M | $4.0M |
