Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Selected Value Inv Mutual Funds in their Schedule of Assets, totaling $6.1M 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 | CLUBCORP CLUBCORP INDIVIDUAL INVESTMENT PLAN | IRVING TX | 14,826 | $83.1M | $4.5M |
| 2 | LTIMINDTREE LTD LTIMINDTREE LTD 401(K) PLAN | EDISON NJ | 6,335 | $207.1M | $745K |
| 3 | MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN |
| 92 |
| $22.1M |
| $368K |
| 4 | TIREHUB, LLC TIREHUB 401(K) PLAN | DUNWOODY GA | 1,556 | $64.7M | $302K |
| 5 | PATRIOT SOFTWARE COMPANY FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN | CANTON OH | 414 | $17.2M | $140K |
