Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding . GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Mid Cap Portfolio in their Schedule of Assets, totaling $7.6M 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 | 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 | $605K |
| 2 | THE FORAKER GROUP 403(B) THRIFT PLAN FOR EMPLOYEES OF THE FORAKER GROUP | ANCHORAGE AK | 327 | $11.6M | $576K |
| 3 | GOODWILL OF CENTRAL AND COASTAL VIRGINIA, INC. |
RICHMOND VA |
| 1,331 |
| $14.6M |
| $544K |
| 4 | HEART OF TEXAS BEHAVIORAL HEAL EMPLOYEE BENEFIT PLAN OF HEART OF TEXAS REGION MH/MR CENTER | WACO TX | 449 | $46.6M | $436K |
| 5 | HOUSING PARTNERSHIP, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING PARTNERSHIP, INC. | RIVIERA BEACH FL | 245 | $8.7M | $390K |
| 6 | COMMUNITY ACTION CORPORATION OF SOUTH TEXAS EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS | ALICE TX | 629 | $19.0M | $350K |
| 7 | 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 | $284K |
| 8 | K'OYITL'OTS'INA LTD. BROOKS RANGE 401(K) PROFIT SHARING PLAN K'OYITL'OTS'INA, LTD. | FAIRBANKS AK | 508 | $29.1M | $254K |
| 9 | 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 | $220K |
| 10 | SOUTHEASTERN NORTH DAKOTA COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR SOUTHEASTERN NORTH DAKOTA COMMUNITY ACTION AGENCY | FARGO ND | 140 | $10.8M | $217K |
