Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Selected Value in their Schedule of Assets, totaling $105.9M 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 | EMERSON ELECTRIC COMPANY EMERSON ELECTRIC COMPANY EMPLOYEE SAVINGS INVESTMENT PLAN | CLAYTON MO | 8,315 | $3.6B | $65.7M |
| 2 | HOULIHAN LOKEY HOULIHAN LOKEY RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,648 | $396.4M | $9.0M |
| 3 | EMERSON ELECTRIC COMPANY EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN |
CLAYTON MO |
| 4,055 |
| $416.7M |
| $7.6M |
| 4 | TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA HAMLINE UNIVERSITY 403(B) RETIREMENT PLAN | ST. PAUL MN | 438 | $167.3M | $4.5M |
| 5 | CARLTON FIELDS, P.A. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS | TAMPA FL | 666 | $315.7M | $3.4M |
| 6 | INSMED INCORPRATED INSMED, INC. 401(K) PLAN AND TRUST | BRIDGEWATER NJ | 1,018 | $134.2M | $3.1M |
| 7 | GOLDEN STATE FOODS GOLDEN STATE FOODS 401(K) SAVINGS & RETIREMENT PLAN | IRVINE CA | 4,673 | $259.7M | $2.6M |
| 8 | CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN | HADDON HEIGHTS NJ | 192 | $63.1M | $2.0M |
| 9 | PARKDALE MILLS, INC. PARKDALE, INCORPORATED RETIREMENT PLAN | GASTONIA NC | 1,188 | $77.8M | $2.0M |
| 10 | CURBLINE TRS LLC CURBLINE 401(K) PLAN AND TRUST | BEACHWOOD OH | 209 | $60.6M | $1.5M |
