Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Selected Value Pooled separate account in their Schedule of Assets, totaling $645K 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 | KENNEBEC BEHAVIORAL HEALTH KENNEBEC BEHAVIORAL HEALTH 403(B) PLAN | WATERVILLE ME | 488 | $22.8M | $432K |
| 2 | INDIANA HISTORICAL SOCIETY INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 67 | $8.4M | $137K |
| 3 | VORTEX COMPANIES, LLC VORTEX COMPANIES, LLC 401(K) PLAN |
HOUSTON TX |
| 825 |
| $15.5M |
| $75K |
