Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Mutual of America Life Insurance Company Fidelity® VIP Equity-Income Portfolio in their Schedule of Assets, totaling $5.3M 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 | VISITING NURSE SERVICE AND HOSPICE OF SUFFOLK, INC. AGGREGATED 403(B) THRIFT PLAN OF VISITING NURSE SE OF SUFFOLK, INC. | NORTHPORT NY | 228 | $31.3M | $1.7M |
| 2 | GUIDE DOG FOUNDATION FOR THE BLIND 403(B) THRIFT PLAN OF GUIDE DOG FOUNDATION FOR THE BLIND, INC. | SMITHTOWN NY | 162 | $20.5M | $608K |
| 3 | A P R CONSULTING, INC. |
DIAMOND BAR CA |
| 1,356 |
| $19.8M |
| $393K |
| 4 | SIOUXLAND COMMUNITY HEALTH CENTER SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SIOUXLAND COMMUNITY HEALTH CENTER | SIOUX CITY IA | 343 | $36.4M | $299K |
| 5 | TIBURCIO VASQUEZ HEALTH CENTER TIBURCIO VASQUEZ HEALTH CENTER, INCORPORATED 403(B) PLAN | HAYWARD CA | 372 | $16.8M | $272K |
| 6 | COMMUNITY HEALTH CARE, INC 403(B) THRIFT PLAN OF COMMUNITY HEALTH CARE, INC | DAVENPORT IA | 496 | $27.9M | $254K |
| 7 | FAMILY RESOURCE & REFERRAL CENTER OF SAN JOAQUIN SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FAMILY RESOURCE & REFERRAL CENTER OF SAN JOAQUIN | STOCKTON CA | 198 | $13.0M | $250K |
| 8 | ASSOCIATION FOR MENTAL HEALTH & WELLNESS INC. 403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS | RONKONKOMA NY | 101 | $9.2M | $180K |
| 9 | WELLLIFE NETWORK INC. TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF WELLLIFE NETWORK INC. | NEW HYDE PARK NY | 167 | $9.5M | $170K |
| 10 | FAMILY SERVICES OF WESTCHESTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. | PURCHASE NY | 669 | $11.9M | $150K |
