Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Hartford Balanced Income R3 in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MID-CONTINENT INSTRUMENT CO., INC. MID-CONTINENT INSTRUMENT CO, INC. PROFIT SHARING/401(K) P&T | WICHITA KS | 204 | $23.6M | $2.1M |
| 2 | QUALITY MANAGEMENT RESOURCES,INC QUALITY MANAGEMENT RESOURCES I 401K PROFIT SHARING PLAN & TRUST | LAFAYETTE LA | 77 | $3.1M | $31K |
| 3 | AMERICAS FLOOR SOURCE |
COLUMBUS OH |
| 466 |
| $15.6M |
| $14K |
