Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AdvisorTrust FDIC Insured DDA in their Schedule of Assets, totaling $97K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAELUM RESEARCH CORPORATION CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN | ROCKVILLE MD | 262 | $10.8M | $83K |
| 2 | MEDBRIDGE, INC. MEDBRIDGE, INC. 401(K) PLAN | BELLEVUE WA | 125 | $8.3M | $14K |
