Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Adv Ttl Bnd Fd Ins Registered Investment Company in their Schedule of Assets, totaling $4.9M 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 | NATIONAL DCP, LLC NATIONAL DCP 401(K) PROFIT SHARING PLAN AND TRUST | DULUTH GA | 1,772 | $117.8M | $4.1M |
| 2 | CURRY COLLEGE CURRY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MILTON MA | 669 | $144.1M | $882K |
| 3 | JUSTICETRAX INC. VERSATERM PUBLIC SAFETY 401(K) PLAN |
MESA AZ |
| 196 |
| $8.5M |
| $8K |
