Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Delaware VIP Small Cap Value Series - in their Schedule of Assets, totaling $329K 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 | GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN 403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN | BROOKLYN NY | 622 | $20.1M | $78K |
| 2 | VISITING NURSE AND HOSPICE CAR SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA | SANTA BARBARA CA | 148 | $21.9M | $51K |
| 3 |
AVON OH |
| 370 |
| $5.0M |
| $42K |
| 4 | GIRL SCOUTS OF EASTERN MISSOUR 403(B) THRIFT PLAN OF GIRL SCOUTS OF EASTERN MISSOURI, INC. | SAINT LOUIS MO | 135 | $8.5M | $29K |
| 5 | HEALTH CHOICE NETWORK OF FLORIDA, INC 403(B) THRIFT PLAN OF HEALTH CHOICE NETWORK OF FLORIDA, INC | MIAMI FL | 146 | $11.7M | $27K |
| 6 | GRAHAM WINDHAM SERVICES TO FAMILIES RETIREMENT PLAN FOR EMPLOYEES OF GRAHAM WINDHAM SERVICES TO FAMILIES | BROOKLYN NY | 312 | $16.9M | $26K |
| 7 | BERKSHIRE FARM CENTER 403(B) PLAN 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH | CANAAN NY | 306 | $7.2M | $20K |
| 8 | COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC 403(B) THRIFT PLAN OF COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC. | WEST BURLINGTON IA | 200 | $16.1M | $15K |
| 9 | GRODEN CENTER, INC. THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN | PROVIDENCE RI | 632 | $18.8M | $10K |
| 10 | JEFFERSON HOSPITAL ASSOCIATION, INC TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER | PINE BLUFF AR | 120 | $4.4M | $5K |
