Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding Valic – Us Socially Responsible Fund 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.
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 | BALLAD HEALTH BALLAD HEALTH 401(A) PLAN | JOHNSON CITY TN | 4,963 | $478.1M | $1.0M |
| 2 | 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 |
| 3 | AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES |
WASHINGTON DC |
| 50 |
| $25.9M |
| $484K |
| 4 | UCF ATHLETICS ASSOCIATION, INC. UCF ATHLETICS ASSOCIATION, INC. 403(B) PLAN | ORLANDO FL | 446 | $18.0M | $417K |
| 5 | VANDERBILT UNIVERSITY MEDICAL CENTER VANDERBILT UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | NASHVILLE TN | 37,327 | $4.7B | $307K |
| 6 | 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 |
| 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 |
