Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Vanguard Selected Value Inv. in their Schedule of Assets, totaling $21.8M 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 | CALIFORNIA TEACHERS ASSOCIATION CALIFORNIA TEACHERS ASSOCIATION 401(K) PLAN | BURLINGAME CA | 388 | $160.7M | $3.7M |
| 2 | TOHONO O'ODHAM GAMING ENTERPRISE TOHONO O'ODHAM GAMING ENTERPRISE RETIREMENT SAVINGS PLAN | SAHUARITA AZ | 2,875 | $136.5M | $2.3M |
| 3 | TRUSTEES, LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN |
PORTLAND OR |
| 688 |
| $142.5M |
| $2.2M |
| 4 | NUCLEAR ENERGY INSTITUTE, INC. NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES SAVINGS PLAN | WASHINGTON DC | 104 | $55.7M | $1.7M |
| 5 | COATING PLACE, INC. COATING PLACE, INC. PROFIT SHARING & 401(K) PLAN | VERONA WI | 143 | $31.6M | $1.6M |
| 6 | DUNGARVIN GROUP, INC. DUNGARVIN 401(K) RETIREMENT PLAN | MENDOTA HEIGHTS MN | 3,119 | $23.0M | $1.5M |
| 7 | IBEW LOCAL NO. 13 & SOUTHEAST IOWA DIV.OF NECA JOINT BOARD OF TRUSTEE IBEW LOCAL 13 RETIREMENT PLAN | BURLINGTON IA | 327 | $59.5M | $1.4M |
| 8 | BOARD OF TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 373 U.A. ANNUITY FU LOCAL UNION 373 U.A. ANNUITY FUND | MOUNTAINVILLE NY | 581 | $47.8M | $1.2M |
| 9 | GUERBET AMERICA LLC GUERBET RETIREMENT SAVINGS PLAN | RALEIGH NC | 571 | $65.9M | $867K |
| 10 | GATESAIR, INC. GATESAIR 401(K) PLAN | MASON OH | 155 | $31.7M | $819K |
