Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Vanguard Selected Value Fund Investor Shares in their Schedule of Assets, totaling $16.2M 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 | THE FRIEDKIN GROUP, INC. FRIEDKIN SAVINGS AND INVESTMENT PLAN | HOUSTON TX | 2,702 | $411.0M | $7.4M |
| 2 | MCCARTER & ENGLISH, LLP MCCARTER AND ENGLISH RETIREMENT AND SAVINGS PLAN | NEWARK NJ | 801 | $487.8M | $4.8M |
| 3 | PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN |
LOS ANGELES CA |
| 111 |
| $148.2M |
| $2.0M |
| 4 | INDORAMA VENTURES OXIDES LLC INDORAMA VENTURES 401(K) PLAN | THE WOODLANDS TX | 1,012 | $159.8M | $1.6M |
| 5 | COPE PLASTICS, INC. COPE PLASTICS, INC. PROFIT SHARING PLAN | ALTON IL | 339 | $45.0M | $193K |
| 6 | EMTRO, LLC DBA EMT INTERNATIONAL EMT INTERNATIONAL, INC. 401(K) INVESTMENT PLAN | HOBART WI | 136 | $12.2M | $136K |
| 7 | ST. MATTHEW'S HOUSE, INC. ST. MATTHEW'S HOUSE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NAPLES FL | 302 | $3.2M | $76K |
| 8 | P&A ADMINISTRATIVE SERVICES, INC. P&A ADMINISTRATIVE SERVICES, INC. 401(K) PLAN | WILLIAMSVILLE NY | 223 | $9.4M | $66K |
| 9 | 12 OAKS MANAGEMENT SERVICES IN 12 OAKS MANAGEMENT SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 1,382 | $3.1M | $4K |
