Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity® Vip Equity-Income Portfolio Pooled Separate Account in their Schedule of Assets, totaling $2.1M 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 | METROPOLITAN AREA AGENCY ON AGING INC 403(B) THRIFT PLAN FOR TRELLIS | MINNEAPOLIS MN | 90 | $11.8M | $371K |
| 2 | MINNESOTA JEWISH COMMUNITY CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF MINNESOTA JEWISH COMMUNITY CENTER | ST. PAUL MN | 388 | $5.4M | $339K |
| 3 | PLANNED PARENTHOOD MAR MONTE, INC. |
SAN JOSE CA |
| 82 |
| $15.4M |
| $290K |
| 4 | JARC 403(B) THRIFT PLAN FOR EMPLOYEES OF JARC | BLOOMFIELD HILLS MI | 50 | $2.6M | $199K |
| 5 | 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 |
| 6 | 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 |
| 7 | REFOCUS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF REFOCUS, INC. | PROVIDENCE RI | 273 | $13.7M | $95K |
| 8 | STONE BELT ARC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF STONE BELT ARC, INC. | BLOOMINGTON IN | 415 | $9.4M | $94K |
| 9 | SAN DIEGO CENTER FOR CHILDREN SAN DIEGO CENTER FOR CHILDREN 403(B) PLAN | SAN DIEGO CA | 386 | $7.3M | $89K |
| 10 | REAL SERVICES, INC. REAL SERVICES, INC. 403(B) PLAN | SOUTH BEND IN | 187 | $7.5M | $81K |
