Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio in their Schedule of Assets, totaling $31.7M 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 | LONE STAR LEGAL AID 403(B) THRIFT PLAN FOR EMPLOYEES OF LONE STAR LEGAL AID | HOUSTON TX | 357 | $45.9M | $3.3M |
| 2 | HEART OF TEXAS BEHAVIORAL HEAL EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | WACO TX | 449 | $46.6M | $3.1M |
| 3 | FAMILY HEALTH CENTERS OF SOUTH |
FORT MYERS FL |
| 636 |
| $29.6M |
| $1.9M |
| 4 | NONPROFIT FINANCE FUND 403(B) THRIFT PLAN FOR EMPLOYEES OF NONPROFIT FINANCE FUND | NEW YORK NY | 109 | $22.8M | $1.8M |
| 5 | INDIANA LEGAL SERVICES, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INDIANA LEGAL SERVICES, INC. | INDIANAPOLIS IN | 174 | $17.3M | $1.4M |
| 6 | THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED TAX DEFERRED ANNUITY PLAN OF THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED | NEW YORK NY | 109 | $16.5M | $1.4M |
| 7 | LEGAL AID CENTER OF SOUTHERN 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID CENTER OF SOUTHERN NEVADA, INC. | LAS VEGAS NV | 231 | $14.7M | $1.2M |
| 8 | UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES, INC. | ROCHESTER NY | 101 | $14.1M | $1.2M |
| 9 | COMMUNITY HEALTH OF SOUTH FLORIDA, INC. EMPLOYEE BENEFIT PLAN OF COMMUNITY HEALTH OF SOUTH FLORIDA, INC. | CUTLER BAY FL | 891 | $37.3M | $1.1M |
| 10 | NASSAU/SUFFOLK LAW SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF NASSAU/SUFFOLK LAW SERVICES COMMITTEE, INC. | HEMPSTEAD NY | 163 | $14.9M | $994K |
