Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Vanguard VIF Diversified Value Portfolio in their Schedule of Assets, totaling $5.0M 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 | LEGAL AID SOCIETY OF SUFFOLK C 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID SOCIETY OF SUFFOLK COUNTY, INCORPORATED | CENTRAL ISLIP NY | 201 | $57.7M | $2.0M |
| 2 | NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY 403(B) THRIFT PLAN OF NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | GLENDALE CA | 217 | $25.7M | $818K |
| 3 |
TARRYTOWN NY |
| 1,045 |
| $17.9M |
| $592K |
| 4 | THE ARC OF SAN DIEGO 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF SAN DIEGO | SAN DIEGO CA | 902 | $9.9M | $345K |
| 5 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $290K |
| 6 | RURAL MEDICAL SERVICES, INC. SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. | NEWPORT TN | 126 | $10.5M | $209K |
| 7 | ABILITIES NETWORK, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF ABILITIES NETWORK, INC. | TOWSON MD | 189 | $7.6M | $199K |
| 8 | CHILDREN'S FORUM, INC. 403(B) THRIFT PLAN OF CHILDREN'S FORUM, INC. | TALLAHASSEE FL | 97 | $4.7M | $138K |
| 9 | MARYVALE SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MARYVALE | ROSEMEAD CA | 153 | $14.1M | $115K |
| 10 | GIRL SCOUTS OF GREATER LOS ANGELES 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER LOS ANGELES | INGLEWOOD CA | 245 | $8.5M | $111K |
