city-of-winter-park-firefighters-pension-board-meeting-agenda_7fb.pdf
Pension Plan Uses Fidelity Bond Fund for Liquidity
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Description
The Winter Park Firefighters' Pension Plan liquidated $300,000 from its Fidelity US Bond Index holdings in June 2025 to meet upcoming plan expenses. Fidelity's bond index fund remains a key fixed-income allocation within the portfolio.
Contract Details
Contract Amount
$300,000 raised in June 2025 to cover expenses
Vendor
FIDELITY US BOND INDEX
Agency
City of Winter Park, FL
Contract Type
FINANCIAL_SERVICES
Document Date
August 7, 2025
Renewal Info
Open-ended mutual fund investment with ongoing liquidity; no fixed term or explicit renewal provisions.
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