Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Hartford Balanced Income Fund in their Schedule of Assets, totaling $4.7M 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 | BAILEY & GLASSER PLLC BAILEY & GLASSER 401(K) PROFIT SHARING PLAN | CHARLESTON WV | 156 | $38.0M | $2.8M |
| 2 | NEW CASTLE STAINLESS PLATE, LLC NEW CASTLE STAINLESS PLATE, LLC. WAGE RETIREMENT INCOME PLAN FOR MEMBERS OF UAW LOCAL 729 | NEW CASTLE IN | 37 | $14.5M | $755K |
| 3 | PORTER PIPE & SUPPLY CO. |
ADDISON IL |
| 350 |
| $28.5M |
| $411K |
| 4 | B. FERNANDEZ & HNOS., INC. B. FERNANDEZ & HNOS., INC. RETIREMENT SAVINGS PLAN | SAN JUAN PR | 950 | $28.0M | $397K |
| 5 | CATAMOUNT CONSTRUCTORS, INC. CATAMOUNT CONSTRUCTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAKEWOOD CO | 344 | $30.3M | $154K |
| 6 | ROXTEC, INC. ROXTEC, INC. 401(K) PLAN | TULSA OK | 144 | $14.3M | $92K |
| 7 | CHOICE SCHOOLS ASSOCIATES, LLC CHOICE SCHOOLS PROFIT SHARING PLAN | WYOMING MI | 994 | $24.1M | $70K |
| 8 | ROBERTS AIRCRAFT CO. ROBERTS AIRCRAFT CO. 401(K) PLAN | CHEYENNE WY | 108 | $8.3M | $39K |
| 9 | BECKER & POLIAKOFF, P.A. BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 312 | $55.2M | $13K |
| 10 | SYSTEM SOFT TECHNOLOGIES, LLC SYSTEM SOFT TECHNOLOGIES, LLC 401(K) PLAN | TAMPA FL | 441 | $11.1M | $11K |
