Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Selected Value Registered Investment Company in their Schedule of Assets, totaling $57.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $28.3M |
| 2 | BLOCK, INC. BLOCK 401(K) PLAN | OAKLAND CA | 8,800 | $1.2B | $10.7M |
| 3 | PERKINS COIE LLP PERKINS COIE RETIREMENT AND 401(K) PLAN | SEATTLE WA |
| 1,683 |
| $1.3B |
| $5.3M |
| 4 | MAYFIELD CLINIC, INC. MAYFIELD CLINIC, INC. PROFIT SHARING/401(K) PLAN | CINCINNATI OH | 294 | $73.0M | $2.7M |
| 5 | PERKINS COIE LLP PERKINS COIE SALARY DEFERRAL PLAN | SEATTLE WA | 704 | $349.8M | $2.1M |
| 6 | YANG MING (AMERICA) CORPORATION YANG MING (AMERICA) CORPORATION 401(K) PLAN | NEWARK NJ | 237 | $135.1M | $1.4M |
| 7 | LESAFFRE INTERNATIONAL CORPORATION LESAFFRE INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 631 | $117.6M | $1.4M |
| 8 | ANCHOR GLASS CONTAINER CORPORATION ANCHOR GLASS CONTAINER CORPORATION HOURLY EMPLOYEES' SUPPLEMENTAL RETIREMENT PLAN | TAMPA FL | 934 | $106.5M | $1.4M |
| 9 | ANCHOR GLASS CONTAINER CORPORATION ANCHOR GLASS CONTAINER CORPORATION SALARIED EMPLOYEES' SAVINGS PLAN | TAMPA FL | 332 | $66.1M | $1.1M |
| 10 | LBM ADVANTAGE INC LBM ADVANTAGE INC 401(K) PROFIT SHARING PLAN & TRUST | NEW WINDSOR NY | 121 | $26.3M | $811K |
