Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Fidelity® VIP Contrafund® Portfolio in their Schedule of Assets, totaling $8.9M 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 | PARTNERS INFORMATION TECHNOLOGY, INC. CALANCE 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 183 | $38.4M | $2.5M |
| 2 | 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 | $2.4M |
| 3 | NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY |
GLENDALE CA |
| 217 |
| $25.7M |
| $1.8M |
| 4 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $1.1M |
| 5 | 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 | $290K |
| 6 | GIRL SCOUTS OF GREATER LOS ANGELES 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER LOS ANGELES | INGLEWOOD CA | 245 | $8.5M | $194K |
| 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 | $181K |
| 8 | THE SPRINGFIELD URBAN LEAGUE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SPRINGFIELD URBAN LEAGUE, INC. | SPRINGFIELD IL | 106 | $5.8M | $160K |
| 9 | 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 | $102K |
| 10 | UNION HOSPITAL, INC. UNION HEALTH 403(B)RETIREMENT PLAN | TERRE HAUTE IN | 3,369 | $232.8M | $66K |
