Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Vif Diversified Value Portfolio Pooled Separate Account in their Schedule of Assets, totaling $1.8M 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 | WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. | QUAKER HILL CT | 155 | $11.2M | $409K |
| 2 | TRI-COUNTY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION AGENCY | JOHNSTON RI | 490 | $15.1M | $211K |
| 3 | REFOCUS, INC. |
PROVIDENCE RI |
| 273 |
| $13.7M |
| $168K |
| 4 | NORTHERN CALIFORNIA INALLIANCE 403(B) THRIFT PLAN OF NORTHERN CALIFORNIA INALLIANCE | SACRAMENTO CA | 366 | $6.0M | $144K |
| 5 | P.E.A.C.E., INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF P.E.A.C.E., INC. | SYRACUSE NY | 329 | $10.3M | $123K |
| 6 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $107K |
| 7 | SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. SOUTHERN OREGON HEAD START RETIREMENT PLAN | CENTRAL POINT OR | 385 | $11.6M | $105K |
| 8 | COMMUNITY DEVELOPMENT CORPORAT 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY DEVELOPMENT CORPORATION OF LONG ISLAND | MELVILLE NY | 185 | $5.9M | $79K |
| 9 | ALPHA SUPPORTED LIVING SERVICE 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES | BOTHELL WA | 1,165 | $11.5M | $77K |
| 10 | COMMUNITY ACCESS SERVICES 403(B) THRIFT PLAN FOR COMMUNITY ACCESS SERVICES | BEAVERTON OR | 192 | $3.5M | $58K |
