Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Variable Annuity Life Insurance Company Us Socially Responsible Fund in their Schedule of Assets, totaling $280K 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 | $162K |
| 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 | $115K |
| 3 | THE HEALTH TRUST THE HEALTH TRUST SAVINGS PLAN |
SAN JOSE CA |
| 11 |
| $8.4M |
| $2K |
