Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Valic – Vanguard Windsor II in their Schedule of Assets, totaling $19.3M 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 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $5.0M |
| 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 | $1.4M |
| 3 | UNIVERSITY OF MIAMI |
CORAL GABLES FL |
| 876 |
| $1.2B |
| $1.1M |
| 4 | SOUTHEASTERN REGIONAL MEDICAL CENTER SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN | LUMBERTON NC | 2,139 | $127.0M | $981K |
| 5 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM | CORAL GABLES FL | 1,738 | $809.8M | $971K |
| 6 | EISENHOWER MEDICAL CENTER EISENHOWER MEDICAL CENTER 403(B) RETIREMENT PLAN | RANCHO MIRAGE CA | 4,917 | $435.5M | $930K |
| 7 | UCF ATHLETICS ASSOCIATION, INC. UCF ATHLETICS ASSOCIATION, INC. 403(B) PLAN | ORLANDO FL | 446 | $18.0M | $780K |
| 8 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN | CORAL GABLES FL | 12,347 | $2.1B | $540K |
| 9 | THE CUSHMAN SCHOOL, INC. THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN | MIAMI FL | 283 | $9.2M | $519K |
| 10 | RHODES COLLEGE RHODES COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MEMPHIS TN | 778 | $173.9M | $517K |
