Vir Biotechnology 401(k) Plan

Vir Biotechnology, Inc. sponsors a 401(k) plan with 370 active participants and 639 total participants as of December 31, 2024. The plan held $71.9 million in net assets at year-end 2024, up from $57.6 million at the end of 2023. Fidelity Investments Institutional serves as the plan's recordkeeper and trustee, managing a diversified menu of collective investment trusts, registered investment company funds, and stable value options.

Participants: 668 Plan assets: $71,928,080 Plan number: 001 Form 5500 plan year: 2024 Last verified: Jun 16, 2026 View Form 5500
Match
Not disclosed in the 2024 filing
Vesting
Not disclosed in the 2024 filing
Investment Options
27 funds
Plan Size
$71,928,080

By Zac Murphy, CFA charterholder and CFP professional. Published June 16, 2026. Verified against Form 5500 plan year 2024.

Get a personalized look at your Vir Biotechnology 401(k) options

Not sure if you're getting the most out of your plan? Tell us a bit about your situation and we'll help you understand your options.

Waterfall Planning provides financial planning education. Information submitted will not result in personalized investment recommendations. Submissions are subject to our Privacy Policy.

Fund lineup

Fund Asset Class Type
Wellington CIF II Growth S2 US Large Cap Active
Invesco Stable Value Trust Class B1 Stable Value Other
Prudential Core Plus Bond Fund Class 5 US Bonds Active
Harding Loevner International Equity Fund Class M International Equity Active
Fidelity Freedom Income Commingled Pool Class B Target-date Other
Fidelity Freedom 2010 Commingled Pool Class B Target-date Other
Fidelity Freedom 2015 Commingled Pool Class B Target-date Other
Fidelity Freedom 2020 Commingled Pool Class B Target-date Other
Fidelity Freedom 2025 Commingled Pool Class B Target-date Other
Fidelity Freedom 2030 Commingled Pool Class B Target-date Other
Fidelity Freedom 2035 Commingled Pool Class B Target-date Other
Fidelity Freedom 2040 Commingled Pool Class B Target-date Other
Fidelity Freedom 2045 Commingled Pool Class B Target-date Other
Fidelity Freedom 2050 Commingled Pool Class B Target-date Other
Fidelity Freedom 2055 Commingled Pool Class B Target-date Other
Fidelity Freedom 2060 Commingled Pool Class B Target-date Other
Fidelity Freedom 2065 Commingled Pool Class B Target-date Other
Loomis Sayles Small/Mid Cap Growth Fund Class N US Mid Cap Active
Dodge & Cox Stock Fund Class X US Large Cap Active
AB Discovery Value Fund Class Z US Large Cap Active
Fidelity® U.S. Bond Index Fund US Bonds Index
Fidelity® 500 Index Fund US Large Cap Index
Fidelity® Extended Market Index Fund US Mid Cap Index
Fidelity Inflation Protected Bond Index Fund US Bonds Index
Fidelity Total International Index Fund International Equity Index
Fidelity Government Money Market Fund Money Market Other
Participant Loans Other Other

Why our allocations use only index funds

The actively managed funds in this plan cost more per year than the plan's index funds, which run roughly 0.02% to 0.06%. Decades of research on long-term active fund performance do not support reliable outperformance net of fees, which is why the allocation ideas below may consider using only the low-cost index options.

Employer match

Match summary
Not disclosed in the 2024 filing
Match cap --
Effective match rate --
Vesting Not disclosed in the 2024 filing
Waiting period Not disclosed in the 2024 filing

Sources

  • Plan metadata (employer, participants, assets, plan year): Form 5500 annual return/report, plan year 2024 -- view filing
  • Summary Plan Description (SPD) and fee disclosure (404a-5), where available from the plan administrator.

This page is for educational purposes only and does not constitute investment, tax, or legal advice, nor a recommendation to buy or sell any security. Information is drawn from public Form 5500 filings and plan documents and may be incomplete or out of date. You may consider consulting a qualified professional and confirming all details with your plan administrator before making decisions. Waterfall Planning is not affiliated with Vir Biotechnology.

Find your risk profile

Answer 13 questions to see which allocation fits your situation.

Question 1 of 13

Risk assessment methodology based on Grable, J. E., & Lytton, R. H. (1999). Financial risk tolerance revisited: The development of a risk assessment instrument. Financial Services Review, 8, 163-181.

Allocation ideas

Five sample mixes built from this plan's funds, from conservative to growth. Take the assessment above to see which one fits your risk profile.

Recommended for you (based on your risk profile)
Conservative
Conservative

Capital preservation with minimal market exposure, built from bonds and stable value.

US equity   International   Bonds   Stable value
Fidelity® U.S. Bond Index Fund 70%
Invesco Stable Value Trust Class B1 30%
0% stocks / 100% bonds
Recommended for you (based on your risk profile)
Income & A Little Growth
Income & A Little Growth

Mostly bonds with a small stock sleeve for modest growth.

US equity   International   Bonds   Stable value
Fidelity® U.S. Bond Index Fund 49%
Invesco Stable Value Trust Class B1 21%
Fidelity® 500 Index Fund 19%
Fidelity Total International Index Fund 8%
Fidelity® Extended Market Index Fund 3%
30% stocks / 70% bonds
Recommended for you (based on your risk profile)
Balanced
Balanced

A classic 60/40 split of stocks and bonds.

US equity   International   Bonds   Stable value
Fidelity® 500 Index Fund 39%
Fidelity® U.S. Bond Index Fund 28%
Fidelity Total International Index Fund 15%
Invesco Stable Value Trust Class B1 12%
Fidelity® Extended Market Index Fund 6%
60% stocks / 40% bonds
Recommended for you (based on your risk profile)
Growth & Income
Growth & Income

Stock-heavy with a bond cushion for a long horizon.

US equity   International   Bonds   Stable value
Fidelity® 500 Index Fund 52%
Fidelity Total International Index Fund 20%
Fidelity® U.S. Bond Index Fund 14%
Fidelity® Extended Market Index Fund 8%
Invesco Stable Value Trust Class B1 6%
80% stocks / 20% bonds
Recommended for you (based on your risk profile)
Growth
Growth

All stocks for maximum long-term growth potential, with higher short-term volatility.

US equity   International   Bonds   Stable value
Fidelity® 500 Index Fund 65%
Fidelity Total International Index Fund 25%
Fidelity® Extended Market Index Fund 10%
100% stocks / 0% bonds
Stay on track

Get a plain-English breakdown of your plan

Occasional, no-jargon guidance on getting the most from your workplace retirement plan.

  • What your match is really worth
  • How to keep costs low with index funds
  • Plan updates when your filing changes

We send only what's useful. No advisor pitches, no data sales.

These allocation ideas are educational illustrations built from this plan's available funds and a standard risk-tolerance assessment. They are not personalized investment advice or a recommendation, and risk tolerance is only one factor in an investment decision. You may consider consulting a qualified professional before making changes to your account.