Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard VIF Diversified Value Portfolio Mutual fund in their Schedule of Assets, totaling $875K 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 | ALMADEN COUNTRY DAY SCHOOL 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ALMADEN COUNTRY DAY SCHOOL | SAN JOSE CA | 103 | $12.9M | $429K |
| 2 | CHILD CARE ASSOCIATES 403(B) THRIFT PLAN FOR CHILD CARE ASSOCIATES | FORT WORTH TX | 419 | $17.0M | $235K |
| 3 | MEALS ON WHEELS AND MORE, INC. |
AUSTIN TX |
| 253 |
| $5.9M |
| $95K |
| 4 | GOODWILL OF THE COASTAL EMPIRE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL OF THE COASTAL EMPIRE, INC. | SAVANNAH GA | 932 | $4.7M | $47K |
| 5 | UNITED COMMUNITY ACTION NETWORK EMPLOYEE BENEFIT PLAN OF UNITED COMMUNITY ACTION NETWORK | ROSEBURG OR | 207 | $4.6M | $41K |
| 6 | ACME BLOCK & BRICK, INC. EMPLOYEE BENEFIT PLAN OF ACME BLOCK & BRICK, INC. | KINGSTON TN | 209 | $2.3M | $28K |
