Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity VIP Equity-Income Portfolio . Mutual of America GROUP ANNUITY CONTRACT in their Schedule of Assets, totaling $2.3M 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 | FAMILY HEALTH CENTERS OF SOUTH FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 671 | $23.1M | $711K |
| 2 | COMMUNITY HEALTH RESOURCES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY HEALTH RESOURCES, INC. | WINDSOR CT | 941 | $45.2M | $445K |
| 3 | BALDOR SPECIALTY FOODS, INC. |
BRONX NY |
| 3,399 |
| $67.6M |
| $325K |
| 4 | TRANSITIONAL SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TRANSITIONAL SERVICES, INC. | TONAWANDA NY | 344 | $13.8M | $208K |
| 5 | THE NATIVE AMERICAN REHABILITA NARA 401(K) SAVINGS PLAN | PORTLAND OR | 343 | $10.1M | $110K |
| 6 | UNITED CEREBRAL PALSY ASSOCIAT 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. | PHOENIX AZ | 279 | $7.9M | $106K |
| 7 | SUMMIT EARLY LEARNING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF SUMMIT EARLY LEARNING, INC. | MIFFLINBURG PA | 294 | $5.1M | $77K |
| 8 | NEW YORK LEAGUE FOR EARLY LEARNING NYL 403 (B) PLAN | NEW YORK NY | 0 | $0 | $70K |
| 9 | CHAUTAUQUA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CHAUTAUQUA OPPORTUNITIES, INC. | DUNKIRK NY | 239 | $5.6M | $48K |
| 10 | SECOND HARVEST FOOD BANK OF CE 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA, INC. | ORLANDO FL | 227 | $7.9M | $45K |
