Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MainStay VP Fidelity Institutional AM® Utilities Registered Investment Company N/A in their Schedule of Assets, totaling $5.2M 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 | DAMERON HOSPITAL ASSOCIATION DAMERON HOSPITAL ASSOCIATION 403(B) RETIREMENT PLAN | STOCKTON CA | 649 | $78.1M | $5.2M |
