Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding VALIC Asset Allocation Fund - in their Schedule of Assets, totaling $931K 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 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $155K |
| 2 | UNIVERSITY OF MIAMI DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI | CORAL GABLES FL | 876 | $1.2B | $120K |
| 3 | HACKENSACK MERIDIAN HEALTH |
EDISON NJ |
| 16,020 |
| $1.8B |
| $111K |
| 4 | UNIVERSITY OF PIKEVILLE UNIVERSITY OF PIKEVILLE RETIREMENT PLAN | PIKEVILLE KY | 581 | $46.7M | $111K |
| 5 | VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $101K |
| 6 | ACE CLEARWATER ENTERPRISES ACE CLEARWATER ENTERPRISES 401(K) PROFIT SHARING PLAN | TORRANCE CA | 136 | $9.2M | $55K |
| 7 | CENTRAL METHODIST UNIVERSITY CENTRAL METHODIST UNIVERSITY DC RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN | FAYETTE MO | 351 | $42.7M | $50K |
| 8 | MEDCURA HEALTH, INC. 403(B) PLAN MEDCURA HEALTH, INC. 403(B) PLAN | STONE MOUNTAIN GA | 160 | $3.8M | $46K |
| 9 | EISENHOWER MEDICAL CENTER EISENHOWER MEDICAL CENTER 403(B) RETIREMENT PLAN | RANCHO MIRAGE CA | 4,917 | $435.5M | $30K |
| 10 | AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES DC PLAN | WASHINGTON DC | 50 | $25.9M | $25K |
