Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding VALIC Small Cap Special Value Fund Pooled separate account in their Schedule of Assets, totaling $229K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALASKA NATIVE TRIBAL HEALTH CONSORTIUM ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN | ANCHORAGE AK | 4,336 | $227.2M | $130K |
| 2 | ECKERD YOUTH ALTERNATIVES, INC. EYA TAX-SHELTERED 403(B) PLAN | CLEARWATER FL | 1,925 | $36.3M | $50K |
| 3 | LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC. |
TAMPA FL |
| 455 |
| $6.0M |
| $30K |
| 4 | NATIONAL UNIVERSITY OF NATURAL MEDICINE NATIONAL UNIVERSITY OF NATURAL MEDICINE RETIREMENT PLAN | PORTLAND OR | 162 | $14.2M | $10K |
| 5 | VERMONT ADULT LEARNING VERMONT ADULT LEARNING RETIREMENT PLAN | BURLINGTON VT | 93 | $4.3M | $5K |
| 6 | NORTHFIELD CARE CENTER, INC. NORTHFIELD CARE CENTER INC. RETIREMENT PLAN | NORTHFIELD MN | 23 | $2.2M | $3K |
| 7 | OUTSIDE IN OUTSIDE IN 403(B) PLAN | PORTLAND OR | 214 | $5.3M | $1K |
