Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Minnesota Life Fidelity adv total bond I in their Schedule of Assets, totaling $5.5M 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 | BELLCO CREDIT UNION BELLCO CREDIT UNION 401(K) SALARY REDUCTION PLAN | GREENWOOD VILLAGE CO | 353 | $49.8M | $4.2M |
| 2 | NEW AGE INVESTMENTS NEW AGE INVESTMENTS 401(K) PLAN | MONTCLAIR CA | 319 | $8.8M | $664K |
| 3 | COMPUTYPE, INC. COMPUTYPE, INC. PROFIT SHARING AND 401(K) PLAN |
ST PAUL MN |
| 171 |
| $33.3M |
| $644K |
| 4 | MIDLAND SAVINGS MIDLAND SAVINGS AND RETIREMENT PLAN | LOUISVILLE KY | 373 | $18.0M | $34K |