Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard VIF Diversified Value Portfolio . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $680K 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 | METROPOLITAN FAMILY SERVICE, INC. EMPLOYEE BENEFIT PLAN OF METROPOLITAN FAMILY SERVICE, INC. | PORTLAND OR | 327 | $5.1M | $257K |
| 2 | COMMUNITY ACTION COUNCIL 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION COUNCIL FOR LEXINGTON-FAYETTE, BOURBON, HARRISON & NICHOLAS COUNTIES | LEXINGTON KY | 463 | $20.0M | $136K |
| 3 |
NEW YORK NY |
| 0 |
| $0 |
| $90K |
| 4 | CHILDHELP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CHILDHELP, INC. | SCOTTSDALE AZ | 398 | $2.9M | $55K |
| 5 | R.A.I.N. TOTAL CARE, INC. 403(B) THRIFT PLAN OF R.A.I.N. TOTAL CARE, INC. | BRONX NY | 194 | $5.1M | $55K |
| 6 | NEW YORK CARES 403(B) THRIFT PLAN FOR EMPLOYEES OF NEW YORK CARES | NEW YORK NY | 55 | $4.6M | $33K |
| 7 | HEART OF FLORIDA HEALTH CENTER, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN OF HEART OF FLORIDA HEALTH CENTER, INC. | OCALA FL | 261 | $4.4M | $28K |
| 8 | AGING MATTERS IN BREVARD 403(B) THRIFT PLAN OF AGING MATTERS IN BREVARD | COCOA FL | 108 | $1.5M | $11K |
| 9 | COMMUNITY ACTION PROGRAM FOR C 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION PROGRAM FOR CENTRAL ARKANSAS, INC. | CONWAY AR | 113 | $1.8M | $7K |
| 10 | URBAN PATHWAYS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF URBAN PATHWAYS, INC. | NEW YORK NY | 385 | $7.7M | $6K |
