Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity VIP Investment Grade Bond Port Pooled Separate Account in their Schedule of Assets, totaling $557K 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 | A S I SYSTEM INTEGRATION INC A S I SYSTEM INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | PORT WASHINGTON NY | 389 | $9.3M | $247K |
| 2 | OHIO MANAGEMENT, LLC OHIO MANAGEMENT, LLC PROFIT SHARING PLAN | METAIRIE LA | 144 | $4.0M | $195K |
| 3 | HEALTH HOLDINGS COMPANY, LLC |
CORAL GABLES FL |
| 475 |
| $2.5M |
| $71K |
| 4 | FREDERIC L. CHAMBERLAIN CENTER, INC. F.L. CHAMBERLAIN SCHOOL RETIREMENT PLAN | MIDDLEBOROUGH MA | 70 | $1.7M | $32K |
| 5 | NORTH JERSEY AIDS ALLIANCE, INC. NJCRI RETIREMENT PLAN | NEWARK NJ | 68 | $1.5M | $12K |
