Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Minnesota Life Insurance Company Fidelity Adv Total Bond I - in their Schedule of Assets, totaling $3.6M 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 | SIGN-ZONE, LLC SIGN-ZONE, LLC RETIREMENT SAVINGS PLAN | BROOKLYN CENTER MN | 521 | $29.6M | $1.8M |
| 2 | MORRIS P. HEBERT, INC. MORRIS P. HEBERT, INC. 401(K) RETIREMENT PLAN PLAN AND TRUST | HOUMA LA | 115 | $18.4M | $682K |
| 3 | SUDLER AND COMPANY, INC. SBG EMPLOYEE 401(K) PLAN AND TRUST |
CHICAGO IL |
| 174 |
| $11.9M |
| $506K |
| 4 | PARTNERSHIPS IN COMMUNITY LIVING PARTNERSHIPS IN COMMUNITY LIVING, INC. 401(K) SAVINGS PLAN | MONMOUTH OR | 457 | $10.2M | $381K |
| 5 | LANG NELSON & ASSOCIATES LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN | ST LOUIS PARK MN | 280 | $3.7M | $188K |
