# Bi-level Personalization for Federated Foundation Models: A Task-vector Aggregation Approach

arXiv: https://arxiv.org/abs/2509.12697 · HTML: https://mlsanity.com/paper/2509.12697/

## Key facts

- No citing papers in the map yet (data through 14 Oct 2026).
- Builds on 23 of its 31 references that are in the map.
- First posted on arXiv 16 Sep 2025.

## Builds on (most cited first, 23 of 23)

- [Learning Transferable Visual Models From Natural Language Supervision](https://mlsanity.com/paper/2103.00020/) (2021)
- [LLaMA: Open and Efficient Foundation Language Models](https://mlsanity.com/paper/2302.13971/) (2023)
- [Communication-Efficient Learning of Deep Networks from Decentralized Data](https://mlsanity.com/paper/1602.05629/) (2016)
- [Finetuned Language Models Are Zero-Shot Learners](https://mlsanity.com/paper/2109.01652/) (2021)
- [Federated Optimization in Heterogeneous Networks](https://mlsanity.com/paper/1812.06127/) (2018)
- [On the Convergence of FedAvg on Non-IID Data](https://mlsanity.com/paper/1907.02189/) (2019)
- [Deep Hashing Network for Unsupervised Domain Adaptation](https://mlsanity.com/paper/1706.07522/) (2017)
- [Ditto: Fair and Robust Federated Learning Through Personalization](https://mlsanity.com/paper/2012.04221/) (2020)
- [Parameter-Efficient Fine-Tuning for Large Models: A Comprehensive Survey](https://mlsanity.com/paper/2403.14608/) (2024)
- [Personalized Cross-Silo Federated Learning on Non-IID Data](https://mlsanity.com/paper/2007.03797/) (2020)
- [FLoRA: Federated Fine-Tuning Large Language Models with Heterogeneous Low-Rank Adaptations](https://mlsanity.com/paper/2409.05976/) (2024)
- [Heterogeneous LoRA for Federated Fine-tuning of On-Device Foundation Models](https://mlsanity.com/paper/2401.06432/) (2024)
- [Selective Aggregation for Low-Rank Adaptation in Federated Learning](https://mlsanity.com/paper/2410.01463/) (2024)
- [FedDisco: Federated Learning with Discrepancy-Aware Collaboration](https://mlsanity.com/paper/2305.19229/) (2023)
- [Dual-Personalizing Adapter for Federated Foundation Models](https://mlsanity.com/paper/2403.19211/) (2024)
- [Adapt to Adaptation: Learning Personalization for Cross-Silo Federated Learning](https://mlsanity.com/paper/2110.08394/) (2021)
- [Federated Foundation Models: Privacy-Preserving and Collaborative Learning for Large Models](https://mlsanity.com/paper/2305.11414/) (2023)
- [Layer-wise Adaptive Model Aggregation for Scalable Federated Learning](https://mlsanity.com/paper/2110.10302/) (2021)
- [FedSecurity: Benchmarking Attacks and Defenses in Federated Learning and Federated LLMs](https://mlsanity.com/paper/2306.04959/) (2023)
- [FedAWA: Adaptive Optimization of Aggregation Weights in Federated Learning Using Client Vectors](https://mlsanity.com/paper/2503.15842/) (2025)
- [Task Arithmetic Through The Lens Of One-Shot Federated Learning](https://mlsanity.com/paper/2411.18607/) (2024)
- [Towards Diverse Device Heterogeneous Federated Learning via Task Arithmetic Knowledge Integration](https://mlsanity.com/paper/2409.18461/) (2024)
- [Federated Adapter on Foundation Models: An Out-Of-Distribution Approach](https://mlsanity.com/paper/2505.01075/) (2025)

## Abstract (arXiv)

Federated foundation models represent a new paradigm to jointly fine-tune pre-trained foundation models across clients. It is still a challenge to fine-tune foundation models for a small group of new users or specialized scenarios, which typically involve limited data compared to the large-scale data used in pre-training. In this context, the trade-off between personalization and federation becomes more sensitive. To tackle these, we proposed a bi-level personalization framework for federated fine-tuning on foundation models. Specifically, we conduct personalized fine-tuning on the client-level using its private data, and then conduct a personalized aggregation on the server-level using similar users measured by client-specific task vectors. Given the personalization information gained from client-level fine-tuning, the server-level personalized aggregation can gain group-wise personalization information while mitigating the disturbance of irrelevant or interest-conflict clients with non-IID data. The effectiveness of the proposed algorithm has been demonstrated by extensive experimental analysis in benchmark datasets.
