Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Valic – Mid Cap Strategic Growth in their Schedule of Assets, totaling $8.9M 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 | $3.6M |
| 2 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $1.6M |
| 3 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $1.4M |
| 4 | BALLAD HEALTH BALLAD HEALTH 401(A) PLAN | JOHNSON CITY TN | 4,963 | $478.1M | $543K |
| 5 | 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 | $488K |
| 6 | SOUTHEASTERN REGIONAL MEDICAL CENTER SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN | LUMBERTON NC | 2,139 | $127.0M | $324K |
| 7 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | CHARLESTON WV | 136 | $65.2M | $184K |
| 8 | ALFRED B. MACLAY, JR. DAY SCHOOL ALFRED B. MACLAY, JR. DAY SCHOOL RETIREMENT PLAN | TALLAHASSEE FL | 522 | $17.4M | $171K |
| 9 | TEAM SERVICES, LLC TEAM SERVICES, LLC 401(K) P/S PLAN | BATON ROUGE LA | 107 | $3.9M | $160K |
| 10 | AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES DC PLAN | WASHINGTON DC | 50 | $25.9M | $141K |
