Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Fidelity® VIP Asset Manager Portfolio in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEGAL AID SOCIETY OF SUFFOLK C 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID SOCIETY OF SUFFOLK COUNTY, INCORPORATED | CENTRAL ISLIP NY | 201 | $57.7M | $663K |
| 2 | THE SPRINGFIELD URBAN LEAGUE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SPRINGFIELD URBAN LEAGUE, INC. | SPRINGFIELD IL | 106 | $5.8M | $127K |
| 3 | ABILITIES NETWORK, INC. |
TOWSON MD |
| 189 |
| $7.6M |
| $115K |
| 4 | NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY 403(B) THRIFT PLAN OF NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | GLENDALE CA | 217 | $25.7M | $113K |
| 5 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $100K |
| 6 | THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC. | TARRYTOWN NY | 1,045 | $17.9M | $98K |
| 7 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION FOR RESIDENTIAL CARE (JARC) | BOCA RATON FL | 153 | $5.3M | $15K |
| 8 | THE ARC OF HOWARD COUNTY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF HOWARD COUNTY, INC. | ELLICOTT CITY MD | 302 | $11.2M | $7K |
| 9 | COMMUNITY SERVICES FOR CHILDREN INC. COMMUNITY SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN | ALLENTOWN PA | 418 | $20.2M | $7K |
| 10 | JAWONIO, INC. JAWONIO, INC. 403(B)THRIFT PLAN | NEW CITY NY | 600 | $15.4M | $3K |
