Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 86 U.S. retirement plans report holding Vanguard VIF Diversified Value Portfolio - in their Schedule of Assets, totaling $12.5M 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 | GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN |
BROOKLYN NY |
| 622 |
| $20.1M |
| $677K |
| 4 | US COMMITTEE FOR REFUGEES AND IMMIGRANTS SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC. | ARLINGTON VA | 766 | $29.7M | $608K |
| 5 | WISCONSIN COMMUNITY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC. | MILWAUKEE WI | 654 | $15.8M | $572K |
| 6 | 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 |
| 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 | RIVER HILLS COMMUNITY HEALTH CENTER 403(B) THRIFT PLAN OF RIVER HILLS COMMUNITY HEALTH CENTER | OTTUMWA IA | 229 | $17.5M | $478K |
| 9 | 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 |
| 10 | SPECTRUM HEALTH SYSTEMS, INC. EMPLOYEE BENEFIT OF SPECTRUM HEALTH SYSTEMS, INC. | WESTBOROUGH MA | 1,174 | $23.6M | $423K |
