Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Fidelity® Vip Equity-Income Portfolio Pooled Separate Account in their Schedule of Assets, totaling $3.0M 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 | ALLIANCE FOR AGING, INC. SAFE-HARBOR 401(K PROFIT SHARING PLAN FOR EMPLOYEES OF ALLIANCE FOR AGING, INC. | MIAMI FL | 83 | $8.1M | $420K |
| 2 | METROPOLITAN AREA AGENCY ON AGING INC 403(B) THRIFT PLAN FOR TRELLIS | MINNEAPOLIS MN | 90 | $11.8M | $371K |
| 3 | MINNESOTA JEWISH COMMUNITY CENTER |
ST. PAUL MN |
| 388 |
| $5.4M |
| $339K |
| 4 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $290K |
| 5 | ACHIEVEKIDS 403(B) THRIFT PLAN OF ACHIEVEKIDS | PALO ALTO CA | 151 | $8.1M | $264K |
| 6 | JARC 403(B) THRIFT PLAN FOR EMPLOYEES OF JARC | BLOOMFIELD HILLS MI | 50 | $2.6M | $199K |
| 7 | TRI-COUNTY COMMUNITY ACTION PROGRAM 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC. | LITTLE FALLS MN | 150 | $5.4M | $191K |
| 8 | P.E.A.C.E., INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF P.E.A.C.E., INC. | SYRACUSE NY | 329 | $10.3M | $132K |
| 9 | NAVAJO ENGINEERING AND CONSTRUCTION AUTHORITY 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF NAVAJO ENGINEERING AND CONSTRUCTION AUTHORITY | SHIPROCK NM | 315 | $20.0M | $100K |
| 10 | COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. | LANCASTER PA | 297 | $10.9M | $100K |
