Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Selected Val in their Schedule of Assets, totaling $11.7M 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 | LEE HEALTH SYSTEM, INC. LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN | FORT MYERS FL | 17,223 | $1.3B | $9.8M |
| 2 | MERLIN ENTERTAINMENTS GROUP US, LLC MERLIN ENTERTAINMENTS GROUP US, LLC 401(K) PLAN | ORLANDO FL | 3,878 | $70.5M | $1.0M |
| 3 | CITIZENS MEMORIAL HOSPITAL DISTRICT |
BOLIVAR MO |
| 2,410 |
| $40.9M |
| $834K |
