Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Valic – Small Cap Special Value Fund 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.
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 | VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $2.2M |
| 2 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $917K |
| 3 | VANDERBILT UNIVERSITY |
NASHVILLE TN |
| 8,410 |
| $2.5B |
| $807K |
| 4 | RHODES COLLEGE RHODES COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MEMPHIS TN | 778 | $173.9M | $217K |
| 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 | $175K |
| 6 | SOUTHEAST MISSISSIPPI RURAL HEALTH INITIATIVE, INC. SOUTHEAST MISSISSIPPI RURAL HEALTH INITIATIVE, INC. RETIREMENT PLAN | HATTIESBURG MS | 265 | $14.8M | $163K |
| 7 | EISENHOWER MEDICAL CENTER EISENHOWER MEDICAL CENTER 403(B) RETIREMENT PLAN | RANCHO MIRAGE CA | 4,917 | $435.5M | $70K |
| 8 | GENESIS HEALTH, INC. D/B/A BROOKS REHABILITATION BROOKS REHABILITATION 403(B) RETIREMENT PLAN | JACKSONVILLE FL | 1,032 | $123.2M | $64K |
| 9 | ALFRED B. MACLAY, JR. DAY SCHOOL ALFRED B. MACLAY, JR. DAY SCHOOL RETIREMENT PLAN | TALLAHASSEE FL | 522 | $17.4M | $63K |
| 10 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $52K |
