Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity VIP Equity-Income Portfolio . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $967K 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 | CATHEDRAL SQUARE CORPORATION 403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION | SOUTH BURLINGTON VT | 144 | $12.6M | $358K |
| 2 | 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 | $157K |
| 3 | CHUGACHMIUT |
ANCHORAGE AK |
| 113 |
| $7.1M |
| $145K |
| 4 | METROPOLITAN FAMILY SERVICE, INC. EMPLOYEE BENEFIT PLAN OF METROPOLITAN FAMILY SERVICE, INC. | PORTLAND OR | 327 | $5.1M | $82K |
| 5 | NEW YORK LEAGUE FOR EARLY LEARNING NYL 403 (B) PLAN | NEW YORK NY | 0 | $0 | $70K |
| 6 | NEW YORK CARES 403(B) THRIFT PLAN FOR EMPLOYEES OF NEW YORK CARES | NEW YORK NY | 55 | $4.6M | $42K |
| 7 | THE ARC EASTERN CONNECTICUT, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC EASTERN CONNECTICUT, INC. | NORWICH CT | 318 | $4.1M | $41K |
| 8 | CHILDHELP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CHILDHELP, INC. | SCOTTSDALE AZ | 398 | $2.9M | $26K |
| 9 | AGING MATTERS IN BREVARD 403(B) THRIFT PLAN OF AGING MATTERS IN BREVARD | COCOA FL | 108 | $1.5M | $13K |
| 10 | HEART OF FLORIDA HEALTH CENTER, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN OF HEART OF FLORIDA HEALTH CENTER, INC. | OCALA FL | 261 | $4.4M | $9K |
