Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Asset Manager Portfolio in their Schedule of Assets, totaling $9.7M 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 | CONCORDE BATTERY CORPORATION CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLAN | WEST COVINA CA | 378 | $18.5M | $4.2M |
| 2 | NONPROFIT FINANCE FUND 403(B) THRIFT PLAN FOR EMPLOYEES OF NONPROFIT FINANCE FUND | NEW YORK NY | 109 | $22.8M | $1.6M |
| 3 | BEN ARCHER HEALTH CENTER, INC. |
HATCH NM |
| 403 |
| $43.7M |
| $1.4M |
| 4 | LONE STAR LEGAL AID 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID | HOUSTON TX | 357 | $45.9M | $314K |
| 5 | FAMILY HEALTH CENTERS OF SOUTH 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 636 | $29.6M | $276K |
| 6 | CENTRAL FLORIDA FAMILY HEALTH 403(B) THRIFT PLAN FOR EMPLOYEES OF CENTRAL FLORIDA FAMILY HEALTH CENTER, INC. D/B/A TRUE HEALTH | SANFORD FL | 365 | $15.3M | $236K |
| 7 | TAMPA FAMILY HEALTH CENTERS, I SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TAMPA FAMILY HEALTH CENTERS, INC. | TAMPA FL | 675 | $15.0M | $172K |
| 8 | BERKSHIRE COUNTY ARC, INC. 403(B) THRIFT PLAN OF BERKSHIRE COUNTY ARC, INC. | PITTSFIELD MA | 1,674 | $18.9M | $152K |
| 9 | SUNCOAST COMMUNITY HEALTH CENTERS, INC. 403(B) THRIFT PLAN OF SUNCOAST COMMUNITY HEALTH CENTERS, INC. | BRANDON FL | 483 | $13.4M | $139K |
| 10 | THE FORAKER GROUP 403(B) THRIFT PLAN FOR EMPLOYEES OF THE FORAKER GROUP | ANCHORAGE AK | 327 | $11.6M | $122K |
