Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Valic – Aggressive Growth Lifestyle in their Schedule of Assets, totaling $7.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $2.3M |
| 2 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $1.4M |
| 3 | ECLC OF NJ ECLC OF NEW JERSEY RETIREMENT PLAN |
CHATHAM NJ |
| 411 |
| $36.3M |
| $970K |
| 4 | COMMUNITIES IN SCHOOLS CHARLOTTE MECKLENBERG, INC. COMMUNITIES IN SCHOOLS RETIREMENT PLAN | CHARLOTTE NC | 116 | $4.9M | $349K |
| 5 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | NASHVILLE TN | 4,133 | $120.6M | $267K |
| 6 | HOFSTRA UNIVERSITY HOFSTRA UNIVERSITY PENSION PLAN | HEMPSTEAD NY | 2,298 | $1.3B | $265K |
| 7 | RHODES COLLEGE RHODES COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MEMPHIS TN | 778 | $173.9M | $251K |
| 8 | LEGAL AID SOCIETY OF COLUMBUS LEGAL AID SOCIETY OF COLUMBUS 403(B) RETIREMENT PLAN | COLUMBUS OH | 99 | $7.7M | $196K |
| 9 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $193K |
| 10 | MEREDITH COLLEGE MEREDITH COLLEGE RETIREMENT PLAN | RALEIGH NC | 419 | $94.1M | $171K |
