Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management and Research Company Fidelity VIP Equity-Income Portfolio in their Schedule of Assets, totaling $628K 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 | EVELYN RUBENSTEIN JEWISH COMMU 403(B) THRIFT PLAN FOR EMPLOYEES OF EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER OF HOUSTON, TEXAS | HOUSTON TX | 229 | $12.8M | $417K |
| 2 | GIRL SCOUTS OF SAN JACINTO COUNCIL GIRL SCOUTS OF SAN JACINTO 401(K) PROFIT SHARING PLAN | HOUSTON TX | 207 | $10.9M | $158K |
| 3 | LIGHTHOUSE FOR THE BLIND OF HO |
HOUSTON TX |
| 105 |
| $6.3M |
| $53K |
