Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 68 U.S. retirement plans report holding Valic – Global Real Estate Fund in their Schedule of Assets, totaling $2.2M 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 | UCF ATHLETICS ASSOCIATION, INC. UCF ATHLETICS ASSOCIATION, INC. 403(B) PLAN | ORLANDO FL | 446 | $18.0M | $224K |
| 2 | BALLAD HEALTH BALLAD HEALTH 401(A) PLAN | JOHNSON CITY TN | 4,963 | $478.1M | $143K |
| 3 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN |
NEW YORK NY |
| 5,338 |
| $866.3M |
| $112K |
| 4 | HUSSON UNIVERSITY HUSSON UNIVERSITY SECTION 403(B) RETIREMENT PLAN | BANGOR ME | 822 | $67.0M | $108K |
| 5 | THE CUSHMAN SCHOOL, INC. THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN | MIAMI FL | 283 | $9.2M | $96K |
| 6 | PAFFORD EMERGENCY MEDICAL SERVICES, INC. PAFFORD EMS 401(K) PLAN | RUSTON LA | 790 | $5.7M | $94K |
| 7 | NEW YORK BLOOD CENTER NEW YORK BLOOD CENTER RETIREMENT PLAN | NEW YORK NY | 2,579 | $505.2M | $92K |
| 8 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM | CORAL GABLES FL | 1,738 | $809.8M | $88K |
| 9 | EARLY LEARNING COALITION OF BROWARD COUNTY, INC. EARLY LEARNING COALITION OF BROWARD COUNTY, INC. RETIREMENT PLAN | FORT LAUDERDALE FL | 177 | $6.9M | $82K |
| 10 | TEAM SERVICES, LLC TEAM SERVICES, LLC 401(K) P/S PLAN | BATON ROUGE LA | 107 | $3.9M | $81K |
