Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Selected Value Fund in their Schedule of Assets, totaling $55.4M 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 | DEBEVOISE & PLIMPTON LLP DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR PARTNERS AND STAFF | NEW YORK NY | 745 | $380.8M | $6.1M |
| 3 | DEBEVOISE & PLIMPTON LLP |
NEW YORK NY |
| 142 |
| $214.3M |
| $3.7M |
| 4 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $956K |
| 5 | BOARD OF TRUSTEES OF TEAMSTERS UNION LOCAL NO.142 ANNUITY FUND TEAMSTERS UNION LOCAL NO. 142 ANNUITY FUND | GARY IN | 1,330 | $55.2M | $781K |
| 6 | NINE ENERGY SERVICE, LLC NINE ENERGY SERVICE 401(K) PLAN | HOUSTON TX | 1,077 | $59.7M | $707K |
| 7 | WOODLAND ANESTHESIOLOGY ASSOCIATES, P.C. WOODLAND ANESTHESIOLOGY ASSOCIATES, P.C. 401(K) SAVINGS PLAN | HARTFORD CT | 137 | $111.3M | $661K |
| 8 | CCMSI HOLDINGS, INC. CCMSI 401(K) PLAN | DANVILLE IL | 1,552 | $75.6M | $629K |
| 9 | WESTPOINT HOME LLC RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF WESTPOINT HOME LLC | NEW YORK NY | 253 | $23.5M | $567K |
| 10 | SUBURBAN ENTERPRISES, INC. SUBURBAN ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | APPLETON WI | 213 | $26.9M | $505K |
