Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding The Variable Annuity Life Insurance Company Mid Cap Value Fund in their Schedule of Assets, totaling $305K 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 | PROJECT OPEN HAND PROJECT OPEN HAND RETIREMENT PLAN | SAN FRANCISCO CA | 140 | $5.7M | $84K |
| 2 | THE LOS ANGELES FREE CLINIC D/B/A SABAN COMMUNITY CLINIC SABAN COMMUNITY CLINIC 403(B) EMPLOYER RETIREMENT PLAN | LOS ANGELES CA | 431 | $20.7M | $56K |
| 3 | GULFSIDE HEALTHCARE SERVICES, INC. |
LAND O LAKES FL |
| 417 |
| $11.1M |
| $36K |
| 4 | BARRY ROBINSON CENTER BARRY ROBINSON CENTER MATCHING TAX DEFERRED ANNUITY PLAN | NORFOLK VA | 282 | $5.7M | $34K |
| 5 | CENTRAL COAST VNA & HOSPICE INC. CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN | MONTEREY CA | 168 | $14.4M | $24K |
| 6 | MENORAH MANOR, INC MENORAH MANOR, INC. RETIREMENT SAVINGS INCENTIVE PLAN | ST. PETERSBURG FL | 264 | $6.8M | $20K |
| 7 | JOHN KNOX VILLAGE OF CENTRAL FLORIDA, INC. JOHN KNOX VILLAGE SAVINGS PLAN | ORANGE CITY FL | 648 | $9.2M | $19K |
| 8 | ORLANDO HEALTH, INC. ORLANDO HEALTH RETIREMENT SAVINGS PLAN 403B | ORLANDO FL | 39,761 | $1.9B | $15K |
| 9 | ORLANDO HEALTH, INC. ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A | ORLANDO FL | 10,132 | $458.0M | $12K |
| 10 | SOUTHWEST FLORIDA RETIREMENT CENTER INC DBA VILLAGE ON THE ISLE VILLAGE ON THE ISLE RETIREMENT PLAN | VENICE FL | 269 | $4.4M | $5K |
