Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard VIF Diversified Value Portfolio Separate account 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THUNDERMIST HEALTH CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF THUNDERMIST HEALTH CENTER | WARWICK RI | 801 | $52.9M | $482K |
| 2 | CHAUTAUQUA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CHAUTAUQUA OPPORTUNITIES, INC. | DUNKIRK NY | 239 | $5.6M | $114K |
| 3 | NORWEGIAN CHRISTIAN HOME AND HEALTH CENTER |
BROOKLYN NY |
| 172 |
| $13.8M |
| $110K |
| 4 | DELAWARE OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF DELAWARE OPPORTUNITIES, INC. | HAMDEN NY | 201 | $10.3M | $71K |
| 5 | COOPERATIVE FOR HUMAN SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF COOPERATIVE FOR HUMAN SERVICES, INC. | LEXINGTON MA | 506 | $5.5M | $30K |
| 6 | NASHOBA LEARNING GROUP, INC. 403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. | BEDFORD MA | 302 | $8.0M | $18K |
| 7 | NEIGHBOR TO FAMILY, INC. EMPLOYEE BENEFIT PLAN OF NEIGHBOR TO FAMILY, INC. | DAYTONA BEACH FL | 75 | $2.6M | $18K |
| 8 | LEGAL ASSISTANCE OF WESTERN 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF LEGAL ASSISTANCE OF WESTERN NEW YORK, INC. | ROCHESTER NY | 117 | $2.5M | $18K |
| 9 | GOODWILL SERVICES, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL SERVICES, INC. | RICHMOND VA | 183 | $2.9M | $8K |
| 10 | NORTHPOINTE COUNCIL, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF NORTHPOINTE COUNCIL, INC. | NIAGARA FALLS NY | 87 | $3.0M | $5K |
