Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VALIC U.S. socially responsible fund in their Schedule of Assets, totaling $281K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLIANCE HEALTHCARE SERVICES ALLIANCE HEALTHCARE SERVICES EMPLOYEE RETIREMENT PLAN | MEMPHIS TN | 510 | $6.7M | $188K |
| 2 | FIRST SERVICE BANK FIRST SERVICE BANK PROFIT SHARING & 401(K) PLAN | GREENBRIER AR | 136 | $7.6M | $87K |
| 3 | MEDCURA HEALTH, INC. 403(B) PLAN |
STONE MOUNTAIN GA |
| 160 |
| $3.8M |
| $4K |
| 4 | CUTCHINS PROGRAMS FOR CHILDREN AND FAMILIES, INC. CUTCHINS PROGRAMS FOR CHILDREN AND FAMILIES, INC. TSA | NORTHAMPTON MA | 158 | $4.4M | $2K |