Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Mutual of America Life Insurance Company Fidelity® VIP Equity-Income Portfolio in their Schedule of Assets, totaling $643K 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 | NEAR NORTH HEALTH SERVICE CORP 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF NEAR NORTH HEALTH SERVICE CORPORATION | CHICAGO IL | 237 | $6.1M | $162K |
| 2 | R'CLUB CHILD CARE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF R'CLUB CHILD CARE, INC. | ST PETERSBURG FL | 601 | $6.7M | $139K |
| 3 | AMANECER COMMUNITY COUNSELING SERVICE |
LOS ANGELES CA |
| 133 |
| $4.6M |
| $97K |
| 4 | WAVERLY SENIOR SERVICES TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | GLADWYNE PA | 328 | $8.1M | $67K |
| 5 | YOUTH SERVICE BUREAU OF ILLINO 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF YOUTH SERVICE BUREAU OF ILLINOIS VALLEY, INC. | OTTAWA IL | 216 | $7.8M | $47K |
| 6 | THE EDINBURG CENTER, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. | BEDFORD MA | 439 | $7.7M | $47K |
| 7 | TESSIE CLEVELAND COMMUNITY SERVICES CORPORATION 403(B) THRIFT PLAN OF TESSIE CLEVELAND COMMUNITY SERVICES CORPORATION | LOS ANGELES CA | 301 | $12.1M | $32K |
| 8 | HEART OF FLORIDA HEALTH CENTER, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN OF HEART OF FLORIDA HEALTH CENTER, INC. | OCALA FL | 261 | $4.4M | $10K |
| 9 | WOLVERINE HUMAN SERVICES 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WOLVERINE HUMAN SERVICES | VASSAR MI | 118 | $1.5M | $10K |
| 10 | EVIDENT CHANGE 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE | OAKLAND CA | 113 | $13.5M | $10K |
