Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio in their Schedule of Assets, totaling $1.7M 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 | HEART OF TEXAS BEHAVIORAL HEAL EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | WACO TX | 449 | $46.6M | $840K |
| 2 | CONCORDE BATTERY CORPORATION CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLAN | WEST COVINA CA | 378 | $18.5M | $169K |
| 3 | MISSOURI VALLEY COMMUNITY ACTION AGENCY |
MARSHALL MO |
| 149 |
| $3.8M |
| $124K |
| 4 | KINGS VIEW 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF KINGS VIEW | FRESNO CA | 445 | $17.3M | $107K |
| 5 | L. I. CHILD AND FAMILY DEVELOP 403(B) THRIFT PLAN OF L. I. CHILD AND FAMILY DEVELOPMENT SERVICES, INC. | PATCHOGUE NY | 348 | $11.4M | $92K |
| 6 | T. E. R. I., INC. 403(B) THRIFT PLAN OF T. E. R. I., INC. | OCEANSIDE CA | 651 | $3.5M | $77K |
| 7 | THE ARC OF LITCHFIELD COUNTY, INC. EMPLOYEE BENEFIT PLAN OF THE ARC OF LITCHFIELD COUNTY, INC. | TORRINGTON CT | 193 | $4.1M | $57K |
| 8 | GIRL SCOUTS OF WESTERN WASHINGTON 403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF WESTERN WASHINGTON | SEATTLE WA | 164 | $4.9M | $53K |
| 9 | SGA YOUTH & FAMILY SERVICES, N 403(B) THRIFT PLAN FOR EMPLOYEES OF SGA YOUTH & FAMILY SERVICES, NFP | CHICAGO IL | 867 | $5.4M | $43K |
| 10 | RIVERSIDE INDUSTRIES, INC. 403(B) THRIFT PLAN OF RIVERSIDE INDUSTRIES, INC. | EASTHAMPTON MA | 138 | $7.5M | $29K |
