Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Variable Annuity life Insurance Company Systematic Value in their Schedule of Assets, totaling $292K 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 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 403(B) PLAN | LATHAM NY | 21,939 | $647.6M | $106K |
| 2 | SUTTER BAY HOSPITALS CALIFORNIA PACIFIC MEDICAL CENTER EMPLOYEE SAVINGS INCENTIVE DEFERRAL PLAN (ESIP III) | SAN FRANCISCO CA | 268 | $67.2M | $94K |
| 3 | SUTTER BAY HOSPITALS |
SAN FRANCISCO CA |
| 235 |
| $43.9M |
| $67K |
| 4 | ALBERT EINSTEIN HEALTHCARE NETWORK ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 7,534 | $737.4M | $22K |
| 5 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $3K |