Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vngrd Sel Val Inv Mutual funds in their Schedule of Assets, totaling $317K 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 | HELM43, LLC HELM43, LLC 401(K) & PROFIT SHARING PLAN | PLYMOUTH MI | 306 | $12.9M | $255K |
| 2 | SAN DIEGO COASTAL MEDICAL GROUP, INC. SCRIPPS COASTAL MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 286 | $136.5M | $55K |
| 3 | THE PORTOPICCOLO GROUP LLC THE EMPLOYEES RETIREMENT PLAN |
ENGLEWOOD CLIFFS NJ |
| 5,615 |
| $461K |
| $7K |
