Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 69 U.S. retirement plans report holding Valic – International Value Fund in their Schedule of Assets, totaling $6.5M 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 MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $1.2M |
| 2 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $492K |
| 3 | SOUTHEASTERN REGIONAL MEDICAL CENTER |
LUMBERTON NC |
| 2,139 |
| $127.0M |
| $459K |
| 4 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $415K |
| 5 | UCF ATHLETICS ASSOCIATION, INC. UCF ATHLETICS ASSOCIATION, INC. 403(B) PLAN | ORLANDO FL | 446 | $18.0M | $372K |
| 6 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $304K |
| 7 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM | CORAL GABLES FL | 1,738 | $809.8M | $299K |
| 8 | 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 | $221K |
| 9 | HOSPICE OF WAKE COUNTY, INC. DBA TRANSITIONS LIFECARE HOSPICE OF WAKE COUNTY, INC. RETIREMENT SAVINGS PLAN | RALEIGH NC | 448 | $28.9M | $141K |
| 10 | EARLY LEARNING COALITION OF BROWARD COUNTY, INC. EARLY LEARNING COALITION OF BROWARD COUNTY, INC. RETIREMENT PLAN | FORT LAUDERDALE FL | 177 | $6.9M | $132K |
