Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fidelity® VIP Equity-Income Portfolio in their Schedule of Assets, totaling $4.4M 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 | ALLEGIANT MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN FOR ALLEGIANT MANUFACTURING, LLC | GALLATIN TN | 169 | $8.3M | $846K |
| 2 | LEGAL AID OF NORTHWEST TEXAS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS | FORT WORTH TX | 305 | $31.9M | $703K |
| 3 | CARTER BURDEN NETWORK, INC. |
NEW YORK NY |
| 124 |
| $5.5M |
| $356K |
| 4 | GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN 403(B) THRIFT PLAN FOR GRAHAM-WINDHAM SERVICES TO FAMILIES AND CHILDREN | BROOKLYN NY | 622 | $20.1M | $348K |
| 5 | LEGAL AID SERVICE OF BROWARD C 403(B) THRIFT PLAN OF LEGAL AID SERVICE OF BROWARD COUNTY, INC. | FORT LAUDERDALE FL | 116 | $6.1M | $287K |
| 6 | LEGAL AID SERVICES - D.C. PENSION PLAN LEGAL AID SERVICES OF OKLAHOMA, INC. DEFINED CONTRIBUTION PENSION PLAN | OKLAHOMA CITY OK | 276 | $6.8M | $220K |
| 7 | THE COUNSELING CENTER OF WAYNE 403(B) THRIFT PLAN FOR EMPLOYEES OF THE COUNSELING CENTER OF WAYNE AND HOLMES COUNTIES | WOOSTER OH | 142 | $6.7M | $168K |
| 8 | UNION COMMUNITY CARE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE | LANCASTER PA | 377 | $18.1M | $158K |
| 9 | COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC 403(B) THRIFT PLAN OF COMMUNITY HEALTH CENTERS OF SOUTHEASTERN IOWA, INC. | WEST BURLINGTON IA | 200 | $16.1M | $156K |
| 10 | ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC 403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER | ANCHORAGE AK | 211 | $23.4M | $134K |
