Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding The Variable Annuity Life Insurance Company International Socially Responsible Fund in their Schedule of Assets, totaling $215K 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 | ORLANDO HEALTH, INC. ORLANDO HEALTH RETIREMENT SAVINGS PLAN 403B | ORLANDO FL | 39,761 | $1.9B | $93K |
| 2 | LYRASIS LYRASIS PA 403(B) DC PLAN | ATLANTA GA | 95 | $22.8M | $60K |
| 3 | GULFSIDE HEALTHCARE SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF GULFSIDE HEALTHCARE SERVICES, INC. |
LAND O LAKES FL |
| 417 |
| $11.1M |
| $22K |
| 4 | THE HEALTH TRUST THE HEALTH TRUST SAVINGS PLAN | SAN JOSE CA | 11 | $8.4M | $20K |
| 5 | CENTRAL COAST VNA & HOSPICE INC. CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN | MONTEREY CA | 168 | $14.4M | $16K |
| 6 | SOUTHWEST FLORIDA RETIREMENT CENTER INC DBA VILLAGE ON THE ISLE VILLAGE ON THE ISLE RETIREMENT PLAN | VENICE FL | 269 | $4.4M | $4K |
