Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mutual of America Fidelity Investments VIP Equity-Income Fund in their Schedule of Assets, totaling $250K 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 | APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. THRIFT PLAN | HAZARD KY | 6,098 | $190.7M | $116K |
| 2 | FEARLESS, INC. EMPLOYEE BENEFIT PLAN OF FEARLESS, INC. | PAIA HI | 314 | $7.5M | $100K |
| 3 | GOODWILL INDUSTRIES INTERNATIONAL, INC. |
ROCKVILLE MD |
| 168 |
| $31.6M |
| $34K |
