Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity VIP Asset Manager Portfolio . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $3.1M 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 | COMMUNITY ACTION COUNCIL 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION COUNCIL FOR LEXINGTON-FAYETTE, BOURBON, HARRISON & NICHOLAS COUNTIES | LEXINGTON KY | 463 | $20.0M | $698K |
| 2 | CHUGACHMIUT 401(A) PROFIT-SHARING PLAN OF CHUGACHMIUT | ANCHORAGE AK | 113 | $7.1M | $675K |
| 3 | NEW YORK LEAGUE FOR EARLY LEARNING |
NEW YORK NY |
| 0 |
| $0 |
| $496K |
| 4 | NEW YORK CARES 403(B) THRIFT PLAN FOR EMPLOYEES OF NEW YORK CARES | NEW YORK NY | 55 | $4.6M | $382K |
| 5 | METROPOLITAN FAMILY SERVICE, INC. EMPLOYEE BENEFIT PLAN OF METROPOLITAN FAMILY SERVICE, INC. | PORTLAND OR | 327 | $5.1M | $295K |
| 6 | THE ARC EASTERN CONNECTICUT, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC EASTERN CONNECTICUT, INC. | NORWICH CT | 318 | $4.1M | $241K |
| 7 | CHILDHELP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CHILDHELP, INC. | SCOTTSDALE AZ | 398 | $2.9M | $126K |
| 8 | AGING MATTERS IN BREVARD 403(B) THRIFT PLAN OF AGING MATTERS IN BREVARD | COCOA FL | 108 | $1.5M | $63K |
| 9 | CATHOLIC CHARITIES, DIOCESE OF 403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES, DIOCESE OF OAKLAND | OAKLAND CA | 49 | $3.2M | $55K |
| 10 | UCP OF WESTERN MASSACHUSETTS, INC. 403(B) THRIFT PLAN OF UCP OF WESTERN MASSACHUSETTS, INC. | PITTSFIELD MA | 119 | $1.7M | $33K |
