Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VALIC US Socially Responsible Fund Pooled Separate Account in their Schedule of Assets, totaling $137K 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 | ALASKA NATIVE TRIBAL HEALTH CONSORTIUM ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN | ANCHORAGE AK | 4,336 | $227.2M | $123K |
| 2 | VERMONT ADULT LEARNING VERMONT ADULT LEARNING RETIREMENT PLAN | BURLINGTON VT | 93 | $4.3M | $14K |
