Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity Vip Equity Income in their Schedule of Assets, totaling $630K 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 | SPECIAL SERVICE FOR GROUPS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF SPECIAL SERVICE FOR GROUPS, INC. | LOS ANGELES CA | 2,487 | $62.8M | $467K |
| 2 | THE CHILDREN'S AID SOCIETY THE CHILDREN'S AID SOCIETY VOLUNTARY RETIREMENT PLAN | NEW YORK NY | 3,293 | $67.1M | $118K |
| 3 | WESTMINSTER SERVICES, INC. |
ORLANDO FL |
| 2,524 |
| $41.8M |
| $37K |
| 4 | ROAD TO RESPONSIBILITY, INC. ROAD TO RESPONSIBILITY, INC. 403(B) PLAN | MARSHFIELD MA | 619 | $6.2M | $7K |
| 5 | NIAGARA UNIVERSITY NIAGARA UNIVERSITY DEFINED CONTRIBUTION PLAN | NIAGARA UNIVERSITY NY | 477 | $181.3M | $1K |
