Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity investments Fidelity VIP Equity-Income Portfolio in their Schedule of Assets, totaling $537K 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 | TACONIC INNOVATIONS, INC. 403(B) THRIFT PLAN OF TACONIC INNOVATIONS INC. | WAPPINGERS FALLS NY | 348 | $3.7M | $139K |
| 2 | THE ARC OF SAN DIEGO 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF SAN DIEGO | SAN DIEGO CA | 902 | $9.9M | $104K |
| 3 | OUTREACH DEVELOPMENT CORPORATION |
RICHMOND HILL NY |
| 123 |
| $9.7M |
| $99K |
| 4 | AIDS CENTER OF QUEENS COUNTY INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF AIDS CENTER OF QUEENS COUNTY | JAMAICA NY | 134 | $4.1M | $89K |
| 5 | INCARNATE WORD RETIREMENT COMMUNITY, INC. THE VILLAGE AT INCARNATE WORD 403(B) PLAN | SAN ANTONIO TX | 270 | $4.8M | $41K |
| 6 | SERVICON SYSTEMS, INC. SERVICON SYSTEMS, INC. 401(K) PLAN | CULVER CITY CA | 776 | $11.2M | $22K |
| 7 | THE CENTER FOR PURSUIT 403(B) THRIFT PLAN FOR EMPLOYEES OF THE CENTER FOR PURSUIT | HOUSTON TX | 184 | $1.7M | $18K |
| 8 | CHILDREN'S FORUM, INC. 403(B) THRIFT PLAN OF CHILDREN'S FORUM, INC. | TALLAHASSEE FL | 97 | $4.7M | $18K |
| 9 | THE UPPER MANHATTAN MENTAL HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE UPPER MANHATTAN MENTAL HEALTH CENTER, INC. | NEW YORK NY | 261 | $3.7M | $8K |
