Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments VIP Equity-Income in their Schedule of Assets, totaling $1.6M 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 | VISITING NURSE AND HOSPICE CAR SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA | SANTA BARBARA CA | 148 | $21.9M | $431K |
| 2 | EASTER SEALS CENTRAL ILLINOIS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EASTER SEALS CENTRAL ILLINOIS | PEORIA IL | 169 | $7.6M | $323K |
| 3 |
AUSTIN TX |
| 311 |
| $23.5M |
| $316K |
| 4 | ATTIC CORRECTIONAL SERVICES, INC. DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF ATTIC CORRECTIONAL SERVICES, INC. | MADISON WI | 80 | $4.2M | $215K |
| 5 | TIOGA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TIOGA OPPORTUNITIES, INC. | OWEGO NY | 68 | $5.2M | $103K |
| 6 | THE CHILDREN'S CENTER OF WAYNE THE CHILDREN'S CENTER OF WAYNE COUNTY, INC. 403(B) PLAN | DETROIT MI | 171 | $10.6M | $95K |
| 7 | WISCONSIN COMMUNITY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC. | MILWAUKEE WI | 654 | $15.8M | $80K |
| 8 | SENIORS FIRST, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF SENIORS FIRST, INC. | ORLANDO FL | 111 | $3.0M | $14K |
| 9 | SARAH TUXIS RESIDENTIAL SERVIC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SARAH TUXIS RESIDENTIAL SERVICES, INC. | GUILFORD CT | 289 | $2.9M | $4K |
