Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding VALIC Systematic Value Fund - in their Schedule of Assets, totaling $511K 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 | SAN GORGONIO MEMORIAL HOSPITAL SAN GORGONIO MEMORIAL HOSPITAL TAX SHELTERED | BANNING CA | 545 | $36.9M | $195K |
| 2 | FIRST SERVICE BANK FIRST SERVICE BANK PROFIT SHARING & 401(K) PLAN | GREENBRIER AR | 136 | $7.6M | $113K |
| 3 | SOUTHEAST MISSISSIPPI RURAL HEALTH INITIATIVE, INC. |
HATTIESBURG MS |
| 265 |
| $14.8M |
| $74K |
| 4 | REHABILITATION HOSPITAL OF THE PACIFIC REHABILITATION HOSPITAL OF THE PACIFIC 403B RETIREMENT SAVINGS PLAN | HONOLULU HI | 490 | $55.1M | $56K |
| 5 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM | CORAL GABLES FL | 1,738 | $809.8M | $50K |
| 6 | KUUMBA COMMUNITY HEALTH & WELLNESS CENTER, INC. KUUMBA COMMUNITY HEALTH & WELLNESS CENTER, INC. SAFE HARBOR 403(B) RETIREMENT PLAN | ROANOKE VA | 108 | $3.5M | $12K |
| 7 | FELLOWSHIP HALL RETIREMENT PLAN FELLOWSHIP HALL RETIREMENT PLAN | GREENSBORO NC | 100 | $5.8M | $5K |
| 8 | GUILFORD COLLEGE GUILFORD COLLEGE DEFINED CONTRIBUTION PLAN | GREENSBORO NC | 293 | $82.8M | $4K |
| 9 | GLENWOOD INC GLENWOOD INC. 403(B) PLAN | BIRMINGHAM AL | 468 | $11.4M | $1K |
| 10 | THE LAMBS FARM, INC. THE LAMBS FARM EMPLOYEE'S RETIREMENT PLAN | LIBERTYVILLE IL | 215 | $4.9M | $1K |
