Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Selected Value Investor Fund in their Schedule of Assets, totaling $2.4M 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 | PALOMA PARTNERS MANAGEMENT COMPANY PALOMA PARTNERS RETIREMENT PLAN | GREENWICH CT | 72 | $80.8M | $1.4M |
| 2 | BLAZE CREDIT UNION BLAZE 401(K) PLAN | FALCON HEIGHTS MN | 576 | $59.1M | $540K |
| 3 | CHICAGO WHITE SOX CHICAGO WHITE SOX EMPLOYEE RETIREMENT PLAN |
CHICAGO IL |
| 405 |
| $35.1M |
| $461K |