Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments VIP Equity-Income Portfolio Separate account in their Schedule of Assets, totaling $637K 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 ASSISTANCE OF WESTERN LEGAL ASSISTANCE OF WESTERN NEW YORK, INC. | ROCHESTER NY | 175 | $12.0M | $356K |
| 2 | DELAWARE OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF DELAWARE OPPORTUNITIES, INC. | HAMDEN NY | 201 | $10.3M | $161K |
| 3 | LEGAL ASSISTANCE OF WESTERN |
ROCHESTER NY |
| 117 |
| $2.5M |
| $115K |
| 4 | NORTHPOINTE COUNCIL, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF NORTHPOINTE COUNCIL, INC. | NIAGARA FALLS NY | 87 | $3.0M | $5K |
