Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 90 U.S. retirement plans report holding Valic – Stock Index Fund in their Schedule of Assets, totaling $77.4M 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 | TAIPEI AMERICAN SCHOOL FOUNDATION TAIPEI AMERICAN SCHOOL DEFINED CONTRIBUTION PLAN | — | 226 | $65.4M | $18.2M |
| 2 | VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $7.9M |
| 3 | HACKENSACK MERIDIAN HEALTH |
EDISON NJ |
| 16,020 |
| $1.8B |
| $3.6M |
| 4 | SOUTHEASTERN REGIONAL MEDICAL CENTER SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN | LUMBERTON NC | 2,139 | $127.0M | $3.1M |
| 5 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $3.1M |
| 6 | RHODES COLLEGE RHODES COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MEMPHIS TN | 778 | $173.9M | $3.0M |
| 7 | BALLAD HEALTH BALLAD HEALTH 401(A) PLAN | JOHNSON CITY TN | 4,963 | $478.1M | $2.9M |
| 8 | EDUCATIONAL TESTING SERVICE EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN | PRINCETON NJ | 3,512 | $982.3M | $1.5M |
| 9 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM | CORAL GABLES FL | 1,738 | $809.8M | $1.5M |
| 10 | 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 | $1.4M |
