Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 70 U.S. retirement plans report holding Vanguard VIF Diversified Value Portfolio - in their Schedule of Assets, totaling $11.2M 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 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $1.2M |
| 2 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $698K |
| 3 | US COMMITTEE FOR REFUGEES AND IMMIGRANTS |
ARLINGTON VA |
| 766 |
| $29.7M |
| $608K |
| 4 | WISCONSIN COMMUNITY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC. | MILWAUKEE WI | 654 | $15.8M | $572K |
| 5 | LEGAL AID OF NORTHWEST TEXAS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS | FORT WORTH TX | 305 | $31.9M | $570K |
| 6 | WAYPOINT 403(B) THRIFT PLAN OF WAYPOINT | MANCHESTER NH | 398 | $9.8M | $544K |
| 7 | WESTCHESTER VISITING NURSE SER DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. | WHITE PLAINS NY | 93 | $13.8M | $543K |
| 8 | JESSIE TRICE COMMUNITY HEALTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JESSIE TRICE COMMUNITY HEALTH SYSTEM, INC. | MIAMI FL | 447 | $18.3M | $467K |
| 9 | SETTLEMENT HEALTH & MEDICAL SERVICES, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SETTLEMENT HEALTH & MEDICAL SERVICES, INC. | NEW YORK NY | 113 | $9.5M | $451K |
| 10 | SPECTRUM HEALTH SYSTEMS, INC. EMPLOYEE BENEFIT OF SPECTRUM HEALTH SYSTEMS, INC. | WESTBOROUGH MA | 1,174 | $23.6M | $423K |
