Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Valic VALIC Small Cap Index Fund in their Schedule of Assets, totaling $2.5M 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 | UNIVERSITY OF MIAMI DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI | CORAL GABLES FL | 876 | $1.2B | $1.5M |
| 2 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN | CORAL GABLES FL | 12,347 | $2.1B | $954K |
| 3 | SAMFORD UNIVERSITY |
BIRMINGHAM AL |
| 1,596 |
| $127.0M |
| $58K |
| 4 | ONEBLOOD, INC. ONEBLOOD 403(B) RETIREMENT PLAN | ST. PETERSBURG FL | 2,641 | $160.3M | $11K |