Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Valic – Moderate Growth Lifestyle in their Schedule of Assets, totaling $9.5M 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 | $2.6M |
| 2 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | NASHVILLE TN | 4,133 | $120.6M | $963K |
| 3 | EARLY LEARNING COALITION OF BROWARD COUNTY, INC. |
FORT LAUDERDALE FL |
| 177 |
| $6.9M |
| $670K |
| 4 | ECLC OF NJ ECLC OF NEW JERSEY RETIREMENT PLAN | CHATHAM NJ | 411 | $36.3M | $579K |
| 5 | CAMBRIDGE HEALTHCARE HOLDINGS LLC CAMBRIDGE HEALTHCARE 401(K) PROFIT SHARING PLAN | CHARLOTTESVILLE VA | 75 | $4.8M | $466K |
| 6 | SOUTHEAST MISSISSIPPI RURAL HEALTH INITIATIVE, INC. SOUTHEAST MISSISSIPPI RURAL HEALTH INITIATIVE, INC. RETIREMENT PLAN | HATTIESBURG MS | 265 | $14.8M | $447K |
| 7 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $442K |
| 8 | WEST ALABAMA MENTAL HEALTH BOARD, INC. WEST ALABAMA MENTAL HEALTH BOARD, INC. 403(B) PLAN | DEMOPOLIS AL | 91 | $2.9M | $437K |
| 9 | FELLOWSHIP HALL RETIREMENT PLAN FELLOWSHIP HALL RETIREMENT PLAN | GREENSBORO NC | 100 | $5.8M | $324K |
| 10 | ALLIANCE HEALTHCARE SERVICES ALLIANCE HEALTHCARE SERVICES, INC. EMPLOYER RETIREMENT PLAN | MEMPHIS TN | 510 | $9.1M | $291K |
