Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 84 U.S. retirement plans report holding Fidelity® VIP Equity-Income Portfolio in their Schedule of Assets, totaling $12.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $1.4M |
| 2 | NEW YORK ROAD RUNNERS, INC. 403(B) THRIFT PLAN OF NEW YORK ROAD RUNNERS CLUB, INC. | NEW YORK NY | 989 | $27.6M | $1.1M |
| 3 | THE KIEMLE HANKINS COMPANY |
PERRYSBURG OH |
| 104 |
| $23.3M |
| $930K |
| 4 | ALLEGIANT MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN FOR ALLEGIANT MANUFACTURING, LLC | GALLATIN TN | 169 | $8.3M | $846K |
| 5 | 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 |
| 6 | UNITED WAY, INC. 403(B) THRIFT PLAN OF UNITED WAY, INC. | LOS ANGELES CA | 73 | $10.8M | $581K |
| 7 | ADVANCEMENT PROJECT EDUCATION FUND 403(B) THRIFT PLAN FOR EMPLOYEES OF ADVANCEMENT PROJECT EDUCATION FUND | WASHINGTON DC | 52 | $8.3M | $519K |
| 8 | WESTCHESTER VISITING NURSE SER DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. | WHITE PLAINS NY | 93 | $13.8M | $486K |
| 9 | WAKE ROBIN CORPORATION 403(B) THRIFT PLAN FOR EMPLOYEES OF WAKE ROBIN CORPORATION | SHELBURNE VT | 112 | $12.1M | $415K |
| 10 | CARTER BURDEN NETWORK, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CARTER BURDEN NETWORK, INC. | NEW YORK NY | 124 | $5.5M | $356K |
