Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity VIP Equity-Income Pooled separate account in their Schedule of Assets, totaling $328K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMUNITY MENTAL HEALTH CENTER, INC. COMMUNITY MENTAL HEALTH CENTER, INC. EMPLOYEES RETIREMENT PLAN | LAWRENCEBURG IN | 335 | $16.4M | $282K |
| 2 | THE ARC OF HUNTERDON COUNTY 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF HUNTERDON COUNTY, INC. | HAMPTON NJ | 300 | $6.0M | $41K |
| 3 | NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. |
WATERTOWN NY |
| 107 |
| $2.6M |
| $5K |
