Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Diversified Equity Fund in their Schedule of Assets, totaling $4.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHOREO, LLC CHOREO RETIREMENT PLAN | CHICAGO IL | 227 | $45.7M | $1.5M |
| 2 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $1.0M |
| 3 | WRITERS GUILD OF AMERICA, WEST, INC. WRITERS GUILD OF AMERICA, WEST, INC. 401(K) PLAN |
LOS ANGELES CA |
| 123 |
| $32.7M |
| $883K |
| 4 | NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 453 | $245.5M | $260K |
| 5 | WOMENS LEAGUE COMMUNITY RESIDENCES WOMENS LEAGUE TAX SHELTERED ANNUITY PLAN | BROOKLYN NY | 781 | $27.2M | $237K |
| 6 | ANNUAL REVIEWS ANNUAL REVIEWS 403(B) DC PLAN | SAN MATEO CA | 92 | $53.4M | $131K |
| 7 | LEBANESE AMERICAN UNIVERSITY THE LEBANESE AMERICAN UNIVERSITY 403(B) PLAN | NEW YORK NY | 209 | $42.4M | $111K |
| 8 | THE PHILADELPHIA ORCHESTRA ASSOCIATION THE PHILADELPHIA ORCHESTRA ASSOCIATION RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 152 | $19.1M | $87K |
| 9 | THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER, INC. THE PHILADELPHIA ORCHESTRA & KIMMEL CENTER, INC. RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 319 | $29.7M | $83K |
| 10 | PERFORMANCE LIGHTING SYSTEMS, IN PERFORMANCE LIGHTING SYSTEMS 401(K) PLAN | IRVINE CA | 129 | $19.8M | $55K |
