Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Hartford Balanced Income Fund Mutual Fund in their Schedule of Assets, totaling $2.7M 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 | MANGAN, INC. MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONG BEACH CA | 375 | $85.8M | $1.5M |
| 2 | VILLARA CORPORATION VILLARA CORPORATION 401(K) PLAN | MCCLELLAN CA | 849 | $31.8M | $417K |
| 3 | PALMER HOLLAND, INC. PALMER HOLLAND, INC. PROFIT SHARING PLAN & TRUST |
WESTLAKE OH |
| 234 |
| $35.9M |
| $375K |
| 4 | MOBILE COMMUNICATIONS AMERICA, INC. MOBILE COMMUNICATIONS AMERICA, INC. 401(K) PLAN | SPARTANBURG SC | 1,390 | $68.2M | $260K |
| 5 | MAITA AUTO GROUP MAITA PROFIT SHARING 401(K) PLAN AND TRUST | SACRAMENTO CA | 496 | $36.0M | $56K |
| 6 | APPRISS RETAIL APPRISS RETAIL 401(K) SAVINGS PLAN | IRVINE CA | 124 | $18.1M | $37K |
