Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Variable Annuity life Insurance Company Small Cap Value Fund in their Schedule of Assets, totaling $207K 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 | SUTTER BAY HOSPITALS CALIFORNIA PACIFIC MEDICAL CENTER VOLUNTARY PLAN | SAN FRANCISCO CA | 235 | $43.9M | $80K |
| 2 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $68K |
| 3 | NYSARC, INC. |
LATHAM NY |
| 21,939 |
| $647.6M |
| $30K |
| 4 | THE UNIVERSITY OF REDLANDS UNIVERSITY OF REDLANDS RETIREMENT PLAN | REDLANDS CA | 752 | $216.5M | $8K |
| 5 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $6K |
| 6 | ALBERT EINSTEIN HEALTHCARE NETWORK ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 7,534 | $737.4M | $6K |
| 7 | JOHNSON HEALTH CENTER JOHNSON HEALTH CENTER MATCHING TAX-DEFERRD SAVINGS PLAN | MADISON HEIGHTS VA | 219 | $11.3M | $5K |
| 8 | GOODWILL INDUSTRIES, INC. GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN | OMAHA NE | 849 | $6.7M | $2K |
