Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard VIF Diversified Value Portfolio . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $3.4M 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 | INTERNATIONAL COMMUNITY HEALTH SERVICES 403(B) THRIFT PLAN OF INTERNATIONAL COMMUNITY HEALTH SERVICES | SEATTLE WA | 728 | $58.9M | $1.1M |
| 2 | FAMILY HEALTH CENTERS OF SOUTH FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 671 | $23.1M | $877K |
| 3 | COMMUNITY HEALTH RESOURCES, INC. |
WINDSOR CT |
| 941 |
| $45.2M |
| $407K |
| 4 | TRANSITIONAL SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TRANSITIONAL SERVICES, INC. | TONAWANDA NY | 344 | $13.8M | $281K |
| 5 | PANCARE OF FLORIDA, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF PANCARE OF FLORIDA, INC. | PANAMA CITY FL | 501 | $14.2M | $133K |
| 6 | CHAUTAUQUA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CHAUTAUQUA OPPORTUNITIES, INC. | DUNKIRK NY | 239 | $5.6M | $118K |
| 7 | SUMMIT EARLY LEARNING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF SUMMIT EARLY LEARNING, INC. | MIFFLINBURG PA | 294 | $5.1M | $90K |
| 8 | NEW YORK LEAGUE FOR EARLY LEARNING NYL 403 (B) PLAN | NEW YORK NY | 0 | $0 | $90K |
| 9 | THE NATIVE AMERICAN REHABILITA NARA 401(K) SAVINGS PLAN | PORTLAND OR | 343 | $10.1M | $84K |
| 10 | UNITED CEREBRAL PALSY ASSOCIAT 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. | PHOENIX AZ | 279 | $7.9M | $83K |
