Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Valic – Us Socially Responsible Fund in their Schedule of Assets, totaling $4.2M 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 | 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 | $519K |
| 2 | AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES DC PLAN | WASHINGTON DC | 50 | $25.9M | $484K |
| 3 |
ORLANDO FL |
| 446 |
| $18.0M |
| $417K |
| 4 | VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $307K |
| 5 | ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMERICAN WEST ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMERICAN WEST RETIREMENT PLAN | MONTEZUMA NM | 174 | $10.2M | $271K |
| 6 | SAN GORGONIO MEMORIAL HOSPITAL SAN GORGONIO MEMORIAL HOSPITAL TAX SHELTERED | BANNING CA | 545 | $36.9M | $228K |
| 7 | HOSPICE OF WAKE COUNTY, INC. DBA TRANSITIONS LIFECARE HOSPICE OF WAKE COUNTY, INC. RETIREMENT SAVINGS PLAN | RALEIGH NC | 448 | $28.9M | $226K |
| 8 | PAFFORD EMERGENCY MEDICAL SERVICES, INC. PAFFORD EMS 401(K) PLAN | RUSTON LA | 790 | $5.7M | $200K |
| 9 | NEW YORK BLOOD CENTER NEW YORK BLOOD CENTER RETIREMENT PLAN | NEW YORK NY | 2,579 | $505.2M | $197K |
| 10 | EARLY LEARNING COALITION OF BROWARD COUNTY, INC. EARLY LEARNING COALITION OF BROWARD COUNTY, INC. RETIREMENT PLAN | FORT LAUDERDALE FL | 177 | $6.9M | $172K |
