Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Valic – Systematic Growth Fund in their Schedule of Assets, totaling $11.6M 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 | $2.2M |
| 2 | HOWARD UNIVERSITY HOWARD UNIVERSITY SAVINGS PLAN | WASHINGTON DC | 6,688 | $1.2B | $2.0M |
| 3 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN |
NASHVILLE TN |
| 8,410 |
| $2.5B |
| $1.1M |
| 4 | SOUTHEASTERN REGIONAL MEDICAL CENTER SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN | LUMBERTON NC | 2,139 | $127.0M | $946K |
| 5 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $869K |
| 6 | HOSPICE OF WAKE COUNTY, INC. DBA TRANSITIONS LIFECARE HOSPICE OF WAKE COUNTY, INC. RETIREMENT SAVINGS PLAN | RALEIGH NC | 448 | $28.9M | $724K |
| 7 | BALLAD HEALTH BALLAD HEALTH 401(A) PLAN | JOHNSON CITY TN | 4,963 | $478.1M | $427K |
| 8 | RUSSELL LANDSCAPE GROUP, INC. RUSSELL LANDSCAPE 401(K) PLAN | SUGAR HILL GA | 366 | $4.0M | $294K |
| 9 | UCF ATHLETICS ASSOCIATION, INC. UCF ATHLETICS ASSOCIATION, INC. 403(B) PLAN | ORLANDO FL | 446 | $18.0M | $261K |
| 10 | RINGLING COLLEGE OF ART AND DESIGN, INC. RINGLING COLLEGE OF ART AND DESIGN RETIREMENT PLAN | SARASOTA FL | 587 | $56.2M | $236K |
