Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Investments® VIP Mid Cap Portfolio in their Schedule of Assets, totaling $1.4M 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 | VALLEY PRESBYTERIAN HOSPITAL TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL | VAN NUYS CA | 1,688 | $89.4M | $380K |
| 2 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $360K |
| 3 | THE FEDCAP GROUP, INC. |
NEW YORK NY |
| 1,066 |
| $140.1M |
| $133K |
| 4 | JUNEAU YOUTH SERVICES, INC. 403(B) THRIFT PLAN OF JUNEAU YOUTH SERVICES, INC. | JUNEAU AK | 0 | $0 | $119K |
| 5 | CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD | HARTFORD CT | 614 | $15.5M | $118K |
| 6 | LAKES & PRAIRIES COMMUNITY ACTION PARTNERSHIP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF LAKES & PRAIRIES COMMUNITY ACTION PARTNERSHIP, INC. | MOORHEAD MN | 127 | $8.9M | $97K |
| 7 | HOSPICE OF WICHITA FALLS, INC. 403(B) THRIFT PLAN OF HOSPICE OF WICHITA FALLS, INC. | WICHITA FALLS TX | 225 | $12.8M | $81K |
| 8 | TEXHOMA CHRISTIAN CARE CENTER, INC. 403(B) THRIFT PLAN OF TEXHOMA CHRISTIAN CARE CENTER, INC. | WICHITA FALLS TX | 189 | $5.0M | $68K |
| 9 | PRESBYTERIAN MANOR, INC. DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PRESBYTERIAN MANOR | WICHITA FALLS TX | 148 | $3.5M | $21K |
| 10 | SOUND COMMUNITY SERVICES, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SOUND COMMUNITY SERVICES, INC. | NEW LONDON CT | 109 | $1.4M | $16K |
