Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Valic – Global Strategy in their Schedule of Assets, totaling $2.4M 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 | $559K |
| 2 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $242K |
| 3 | HACKENSACK MERIDIAN HEALTH |
EDISON NJ |
| 16,020 |
| $1.8B |
| $153K |
| 4 | 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 | $147K |
| 5 | INDEPENDENT SCHOOL COLLABORATIVE INDEPENDENT SCHOOL COLLABORATIVE MULTIPLE EMPLOYER PLAN | GREENSBORO NC | 4,083 | $449.0M | $131K |
| 6 | EISENHOWER MEDICAL CENTER EISENHOWER MEDICAL CENTER 403(B) RETIREMENT PLAN | RANCHO MIRAGE CA | 4,917 | $435.5M | $115K |
| 7 | DEPAUW UNIVERSITY DEPAUW UNIVERSITY RETIREMENT PLAN | GREENCASTLE IN | 649 | $251.6M | $115K |
| 8 | HOSPICE OF WAKE COUNTY, INC. DBA TRANSITIONS LIFECARE HOSPICE OF WAKE COUNTY, INC. RETIREMENT SAVINGS PLAN | RALEIGH NC | 448 | $28.9M | $91K |
| 9 | HOFSTRA UNIVERSITY HOFSTRA UNIVERSITY PENSION PLAN | HEMPSTEAD NY | 2,298 | $1.3B | $89K |
| 10 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | NASHVILLE TN | 4,133 | $120.6M | $87K |
