Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding VALIC* in their Schedule of Assets, totaling $76.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACHIEVEMENT FIRST, INC. ACHIEVEMENT FIRST, INC. 403(B) PLAN | NEW HAVEN CT | 1,869 | $88.2M | $27.7M |
| 2 | FOSS HOME AND VILLAGE FOSS HOME TAX DEFERRED ANNUITY PLAN | SEATTLE WA | 278 | $20.9M | $20.0M |
| 3 | BOULDER CITY HOSPITAL, INC. BOULDER CITY HOSPITAL, INC. TAX DEFERRED ANNUITY PLAN |
BOULDER CITY NV |
| 273 |
| $9.7M |
| $9.5M |
| 4 | LOWER CAPE FEAR LIFECARE LOWER CAPE FEAR HOSPICE, INC. 403(B) PLAN | WILMINGTON NC | 438 | $20.7M | $7.6M |
| 5 | NEW HORIZONS OF THE TREASURE COAST, INC. NEW HORIZONS PENSION PLAN | FORT PIERCE FL | 393 | $4.2M | $4.1M |
| 6 | FREDERICA ACADEMY FREDERICA ACADEMY 403(B) DC PLAN | ST. SIMONS ISLAND GA | 84 | $9.1M | $3.7M |
| 7 | THE FIELD MUSEUM OF NATURAL HISTORY FIELD MUSEUM OF NATURAL HISTORY 403(B) PLAN | CHICAGO IL | 551 | $55.1M | $2.3M |
| 8 | COLLABORATIVE FOR CHILDREN COLLABORATIVE FOR CHILDREN 403(B) RETIREMENT SAVINGS PLAN | HOUSTON TX | 36 | $2.6M | $1.0M |
| 9 | TITUSVILLE AREA HOSPITAL TITUSVILLE AREA HOSPITAL TSA ANNUITY PLAN | TITUSVILLE PA | 177 | $8.7M | $644K |
| 10 | CENTENNIAL MENTAL HEALTH CENTER INC CENTENNIAL MENTAL HEALTH CENTER INC TAX SHELTERED VOLUNTARY 403(B) PLAN | STERLING CO | 167 | $6.5M | $72K |
