Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Vanguard VIF Diversified Value Portfolio in their Schedule of Assets, totaling $4.5M 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 | SPECIAL SERVICE FOR GROUPS, INC. DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS, INC. | LOS ANGELES CA | 156 | $26.9M | $1.6M |
| 2 | OHEL CHILDREN'S HOME AND FAMILY 403(B) THRIFT PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. | FAR ROCKAWAY NY | 504 | $18.9M | $802K |
| 3 | GRACELIGHT COMMUNITY HEALTH |
EAST LOS ANGELES CA |
| 268 |
| $26.9M |
| $740K |
| 4 | OHEL CHILDREN'S HOME & FAMILY SERVICES, INC. EMPLOYEE BENEFITS PLAN OF OHEL CHILDREN'S HOME AND FAMILY SERVICES, INC. | FAR ROCKAWAY NY | 164 | $11.2M | $621K |
| 5 | JWCH INSTITUTE, INC. JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN | COMMERCE CA | 1,201 | $39.7M | $327K |
| 6 | A COMMUNITY OF FRIENDS EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS | LOS ANGELES CA | 100 | $5.2M | $173K |
| 7 | NEW HOPE HOUSING, INC. 403(B) THRIFT PLAN OF NEW HOPE HOUSING, INC. | ALEXANDRIA VA | 281 | $3.9M | $94K |
| 8 | DICKINSON CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF DICKINSON CENTER, INC. | RIDGWAY PA | 242 | $8.5M | $69K |
| 9 | LOS ANGELES CHRISTIAN HEALTH CENTERS LOS ANGELES CHRISTIAN HEALTH CENTERS 403(B) THRIFT PLAN | LOS ANGELES CA | 264 | $8.7M | $33K |
| 10 | LIFEWORKS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF LIFEWORKS, INC. | WESTWOOD MA | 446 | $7.2M | $30K |
