Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Valic – Small Cap Value Fund in their Schedule of Assets, totaling $4.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | $1.7M |
| 2 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $946K |
| 3 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED |
NEW YORK NY |
| 5,338 |
| $866.3M |
| $192K |
| 4 | RHODES COLLEGE RHODES COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MEMPHIS TN | 778 | $173.9M | $166K |
| 5 | UCF ATHLETICS ASSOCIATION, INC. UCF ATHLETICS ASSOCIATION, INC. 403(B) PLAN | ORLANDO FL | 446 | $18.0M | $147K |
| 6 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $116K |
| 7 | EARLY LEARNING COALITION OF BROWARD COUNTY, INC. EARLY LEARNING COALITION OF BROWARD COUNTY, INC. RETIREMENT PLAN | FORT LAUDERDALE FL | 177 | $6.9M | $94K |
| 8 | FIRST SERVICE BANK FIRST SERVICE BANK PROFIT SHARING & 401(K) PLAN | GREENBRIER AR | 136 | $7.6M | $83K |
| 9 | FELLOWSHIP HALL RETIREMENT PLAN FELLOWSHIP HALL RETIREMENT PLAN | GREENSBORO NC | 100 | $5.8M | $76K |
| 10 | RINGLING COLLEGE OF ART AND DESIGN, INC. RINGLING COLLEGE OF ART AND DESIGN RETIREMENT PLAN | SARASOTA FL | 587 | $56.2M | $67K |
