Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Hartford Balanced Income R6 Mutual fund in their Schedule of Assets, totaling $5.6M 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 | MARGARET MARY COMMUNITY HOSPITAL MARGARET MARY HEALTH RETIREMENT PLAN | BATESVILLE IN | 653 | $17.0M | $2.1M |
| 2 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN | MADISON AL | 167 | $12.3M | $964K |
| 3 | QUALITAS MANUFACTURING, INC. QUALITAS MANUFACTURING, INC. 401(K) PLAN |
ITASCA IL |
| 111 |
| $13.5M |
| $833K |
| 4 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN | MADISON AL | 131 | $11.1M | $734K |
| 5 | FIRST NORTHERN BANK OF WYOMING FNB 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | BUFFALO WY | 137 | $16.0M | $321K |
| 6 | APACHE MILLS, INC. APACHE MILLS INC. 401(K) PLAN | CALHOUN GA | 637 | $8.8M | $294K |
| 7 | HEALTHY LIVING NETWORK RESOURCES HEALTHY LIVING NETWORK RESOURCES 401(K) PLAN | FOLSOM CA | 555 | $10.7M | $260K |
| 8 | HASSELL & HUGHES LUMBER COMPANY, INC. HASSELL & HUGHES LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | COLLINWOOD TN | 84 | $4.6M | $100K |
| 9 | INSPIRE COMMUNITIES, LLC INSPIRE COMMUNITIES, LLC 401(K) PLAN | PHOENIX AZ | 355 | $4.0M | $3K |
| 10 | NORTHWEST COLORADO VISTING NURSE ASSOCIATION NORTHWEST COLORADO HEALTH RETIREMENT PLAN | STEAMBOAT SPRINGS CO | 167 | $7.7M | $1K |
