Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Hartford Balanced Income R3 Pooled separate account in their Schedule of Assets, totaling $55K 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 | JERRY PATE COMPANY JERRY PATE COMPANY RETIREMENT PLAN | PENSACOLA FL | 178 | $10.4M | $46K |
| 2 | TAPIA BROTHERS TAPIA BROTHERS 401K | MAYWOOD CA | 322 | $4.9M | $9K |
