Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Valic – Systematic Value 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.
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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 | $2.5M |
| 2 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $1.3M |
| 3 | HACKENSACK MERIDIAN HEALTH |
EDISON NJ |
| 16,020 |
| $1.8B |
| $166K |
| 4 | 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 | $158K |
| 5 | HOFSTRA UNIVERSITY HOFSTRA UNIVERSITY PENSION PLAN | HEMPSTEAD NY | 2,298 | $1.3B | $146K |
| 6 | GENESIS HEALTH, INC. D/B/A BROOKS REHABILITATION BROOKS REHABILITATION 403(B) RETIREMENT PLAN | JACKSONVILLE FL | 1,032 | $123.2M | $99K |
| 7 | HUSSON UNIVERSITY HUSSON UNIVERSITY SECTION 403(B) RETIREMENT PLAN | BANGOR ME | 822 | $67.0M | $82K |
| 8 | INDEPENDENT SCHOOL COLLABORATIVE INDEPENDENT SCHOOL COLLABORATIVE MULTIPLE EMPLOYER PLAN | GREENSBORO NC | 4,083 | $449.0M | $64K |
| 9 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $60K |
| 10 | UCF ATHLETICS ASSOCIATION, INC. UCF ATHLETICS ASSOCIATION, INC. 403(B) PLAN | ORLANDO FL | 446 | $18.0M | $48K |
