Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity VIP Investment Grade Bond Portfolio in their Schedule of Assets, totaling $291K 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 | TRACTION CAPITAL PARTNERS LLC TRACTION CAPITAL PARTNERS 401(K) PLAN | TACOMA WA | 215 | $4.1M | $261K |
| 2 | MEXCOR TEXAS, LLC MEXCOR TEXAS, LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 237 | $2.2M | $14K |
| 3 | WHITE PLAINS HOSPITAL CENTER C/O HUMAN RESOURCE COMMITTEE |
WHITE PLAINS NY |
| 463 |
| $66.1M |
| $14K |
| 4 | JACKSONVILLE COUNTRY DAY SCHOOL, INC. JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN | JACKSONVILLE FL | 103 | $12.2M | $3K |
