Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity VIP Contrafund Portfolio . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $1.1M 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 | $551K |
| 2 | CATHEDRAL SQUARE CORPORATION 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION | SOUTH BURLINGTON VT | 144 | $12.6M | $143K |
| 3 |
NORWICH CT |
| 318 |
| $4.1M |
| $94K |
| 4 | NEW YORK CARES 403(B) THRIFT PLAN FOR EMPLOYEES OF NEW YORK CARES | NEW YORK NY | 55 | $4.6M | $87K |
| 5 | METROPOLITAN FAMILY SERVICE, INC. EMPLOYEE BENEFIT PLAN OF METROPOLITAN FAMILY SERVICE, INC. | PORTLAND OR | 327 | $5.1M | $56K |
| 6 | NEW YORK LEAGUE FOR EARLY LEARNING NYL 403 (B) PLAN | NEW YORK NY | 0 | $0 | $34K |
| 7 | THE ARC OF OUACHITA 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF OUACHITA | MONROE LA | 108 | $1.1M | $31K |
| 8 | AGING MATTERS IN BREVARD 403(B) THRIFT PLAN OF AGING MATTERS IN BREVARD | COCOA FL | 108 | $1.5M | $29K |
| 9 | URBAN PATHWAYS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF URBAN PATHWAYS, INC. | NEW YORK NY | 385 | $7.7M | $12K |
| 10 | CATHOLIC CHARITIES, DIOCESE OF 403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES, DIOCESE OF OAKLAND | OAKLAND CA | 49 | $3.2M | $10K |
