Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Investments® VIP Equity-Income Portfolio in their Schedule of Assets, totaling $2.1M 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 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $601K |
| 2 | NUVANCE HEALTH NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN) | DANBURY CT | 2,628 | $746.1M | $318K |
| 3 | LAKES & PRAIRIES COMMUNITY ACTION PARTNERSHIP, INC. |
MOORHEAD MN |
| 127 |
| $8.9M |
| $242K |
| 4 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR BUILDING | NEW YORK NY | 1,066 | $140.1M | $219K |
| 5 | CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD | HARTFORD CT | 614 | $15.5M | $173K |
| 6 | JUNEAU YOUTH SERVICES, INC. 403(B) THRIFT PLAN OF JUNEAU YOUTH SERVICES, INC. | JUNEAU AK | 0 | $0 | $144K |
| 7 | TEXHOMA CHRISTIAN CARE CENTER, INC. 403(B) THRIFT PLAN OF TEXHOMA CHRISTIAN CARE CENTER, INC. | WICHITA FALLS TX | 189 | $5.0M | $114K |
| 8 | HOSPICE OF WICHITA FALLS, INC. 403(B) THRIFT PLAN OF HOSPICE OF WICHITA FALLS, INC. | WICHITA FALLS TX | 225 | $12.8M | $95K |
| 9 | GOODWILL INDUSTRIES OF SOUTHER 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF SOUTHERN NEW ENGLAND, INC. | NORTH HAVEN CT | 904 | $10.2M | $80K |
| 10 | PRESBYTERIAN MANOR, INC. DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PRESBYTERIAN MANOR | WICHITA FALLS TX | 148 | $3.5M | $53K |
