Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Mutual of America Fidelity® VIP Contrafund® Portfolio in their Schedule of Assets, totaling $13.2M 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 | APPALACHIAN REGIONAL HEALTHCARE INC APPALACHIAN REGIONAL HEALTHCARE, INC. VOLUNTARY PLAN | HAZARD KY | 555 | $29.2M | $2.8M |
| 2 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $1.1M |
| 3 | UNITED CEREBRAL PALSY OF NEW |
NEW YORK NY |
| 2,471 |
| $60.2M |
| $1.0M |
| 4 | GIRL SCOUTS OF NORTHEAST TEXAS 403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTHEAST TEXAS | DALLAS TX | 139 | $9.1M | $933K |
| 5 | WAVERLY SENIOR SERVICES EMPLOYEE BENEFIT PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 411 | $13.9M | $912K |
| 6 | WORKFORCE BUSINESS SERVICES, INC. 401(K) PROFIT-SHARING PLAN FOR WORKFORCE BUSINESS SERVICES, INC. | BRADENTON FL | 1,268 | $37.4M | $892K |
| 7 | AGENCY ON AGING OF SOUTH CENTR 403(B) THRIFT PLAN FOR EMPLOYEES OF AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT, INC. | NORTH HAVEN CT | 123 | $5.6M | $759K |
| 8 | SERVICES TO ENHANCE POTENTIAL 403(B) THRIFT PLAN OF SERVICES TO ENHANCE POTENTIAL | DEARBORN MI | 142 | $9.3M | $664K |
| 9 | CASA DE LAS CAMPANAS 403(B) THRIFT PLAN FOR EMPLOYEES OF CASA DE LAS CAMPANAS | SAN DIEGO CA | 154 | $12.7M | $458K |
| 10 | SINGLE ROOM OCCUPANCY HOUSING SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SINGLE ROOM OCCUPANCY HOUSING CORPORATION | LOS ANGELES CA | 220 | $7.6M | $410K |
