Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Asset Allocation Fund " in their Schedule of Assets, totaling $587K 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 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $186K |
| 2 | LIFECARE, INC. DBA FRIENDSHIP VILLAGE LIFECARE, INC. DBA FRIENDSHIP VILLAGE 403(B) EMPLOYER RETIREMENT PLAN | KALAMAZOO MI | 193 | $4.8M | $96K |
| 3 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT |
CHICAGO IL |
| 2,890 |
| $1.2B |
| $91K |
| 4 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY VALIC AGENTS AND MANAGERS RETIREMENT PLAN | HOUSTON TX | 85 | $17.2M | $75K |
| 5 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $65K |
| 6 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $31K |
| 7 | GREATER CHICAGO FOOD DEPOSITORY GREATER CHICAGO FOOD DEPOSITORY RETIREMENT SAVINGS PLAN | CHICAGO IL | 251 | $11.5M | $26K |
| 8 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $16K |
