Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Selected Value Investors in their Schedule of Assets, totaling $257K 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 | HORIZON HOUSE, INC. HORIZON HOUSE 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 865 | $24.8M | $186K |
| 2 | THE WARTBURG HOME WARTBURG ADULT CARE COMMUNITY 403(B) SAVINGS PLAN | MT. VERNON NY | 287 | $7.2M | $59K |
| 3 | HORIZON HOUSE, INC. HORIZON HOUSE, INC. EMPLOYER RETIREMENT PLAN AND TRUST |
PHILADELPHIA PA |
| 725 |
| $5.7M |
| $12K |
