Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding The Variable Annuity Life Insurance Company Small Cap Value Fund in their Schedule of Assets, totaling $123K 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 | $40K |
| 2 | GULFSIDE HEALTHCARE SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF GULFSIDE HEALTHCARE SERVICES, INC. | LAND O LAKES FL | 417 | $11.1M | $26K |
| 3 | BARRY ROBINSON CENTER |
NORFOLK VA |
| 282 |
| $5.7M |
| $16K |
| 4 | ORLANDO HEALTH, INC. ORLANDO HEALTH RETIREMENT SAVINGS PLAN 403B | ORLANDO FL | 39,761 | $1.9B | $16K |
| 5 | ORLANDO HEALTH, INC. ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A | ORLANDO FL | 10,132 | $458.0M | $8K |
| 6 | 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 | $6K |
| 7 | CENTRAL COAST VNA & HOSPICE INC. CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN | MONTEREY CA | 168 | $14.4M | $6K |
| 8 | SOUTHWEST FLORIDA RETIREMENT CENTER INC DBA VILLAGE ON THE ISLE VILLAGE ON THE ISLE RETIREMENT PLAN | VENICE FL | 269 | $4.4M | $4K |
