Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lincoln Fidelity VIP Contrafund in their Schedule of Assets, totaling $2.9M 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 | JOHN MUIR HEALTH JOHN MUIR HEALTH 403B PLAN | WALNUT CREEK CA | 5,052 | $1.4B | $2.8M |
| 2 | VALLEY HEALTH SYSTEM VALLEY HEALTH SYSTEM EMPLOYEE CONTRIBUTORY 403(B) PLAN | WINCHESTER VA | 6,268 | $542.0M | $124K |
| 3 | KITSAP MENTAL HEALTH SERVICES KITSAP MENTAL HEALTH SERVICES 403(B) RETIREMENT PLAN |
BREMERTON WA |
| 602 |
| $21.5M |
| $16K |
