Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Valic – Mid Cap Strategic Gwth in their Schedule of Assets, totaling $5.2M 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 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | NASHVILLE TN | 4,133 | $120.6M | $845K |
| 2 | UCF ATHLETICS ASSOCIATION, INC. UCF ATHLETICS ASSOCIATION, INC. 403(B) PLAN | ORLANDO FL | 446 | $18.0M | $477K |
| 3 | RINGLING COLLEGE OF ART AND DESIGN, INC. |
SARASOTA FL |
| 587 |
| $56.2M |
| $430K |
| 4 | NEW YORK BLOOD CENTER NEW YORK BLOOD CENTER RETIREMENT PLAN | NEW YORK NY | 2,579 | $505.2M | $351K |
| 5 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM | CORAL GABLES FL | 1,738 | $809.8M | $339K |
| 6 | HUSSON UNIVERSITY HUSSON UNIVERSITY SECTION 403(B) RETIREMENT PLAN | BANGOR ME | 822 | $67.0M | $241K |
| 7 | RHODES COLLEGE RHODES COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MEMPHIS TN | 778 | $173.9M | $209K |
| 8 | EISENHOWER MEDICAL CENTER EISENHOWER MEDICAL CENTER 403(B) RETIREMENT PLAN | RANCHO MIRAGE CA | 4,917 | $435.5M | $194K |
| 9 | THE CUSHMAN SCHOOL, INC. THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN | MIAMI FL | 283 | $9.2M | $192K |
| 10 | ECLC OF NJ ECLC OF NEW JERSEY RETIREMENT PLAN | CHATHAM NJ | 411 | $36.3M | $191K |
