Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Valic – International Socially Responsible Fund in their Schedule of Assets, totaling $1.8M 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 | $325K |
| 2 | 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 | $268K |
| 3 | VANDERBILT UNIVERSITY |
NASHVILLE TN |
| 8,410 |
| $2.5B |
| $181K |
| 4 | VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $158K |
| 5 | FIRST SERVICE BANK FIRST SERVICE BANK PROFIT SHARING & 401(K) PLAN | GREENBRIER AR | 136 | $7.6M | $120K |
| 6 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $79K |
| 7 | FELLOWSHIP HALL RETIREMENT PLAN FELLOWSHIP HALL RETIREMENT PLAN | GREENSBORO NC | 100 | $5.8M | $76K |
| 8 | TEAM SERVICES, LLC TEAM SERVICES, LLC 401(K) P/S PLAN | BATON ROUGE LA | 107 | $3.9M | $74K |
| 9 | UNIVERSITY OF PIKEVILLE UNIVERSITY OF PIKEVILLE RETIREMENT PLAN | PIKEVILLE KY | 581 | $46.7M | $73K |
| 10 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $61K |
