Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Hartford Balanced Income R6 Pooled separate account in their Schedule of Assets, totaling $1.0M 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 | THE BEVERAGE WORKS NEW YORK, INC. THE BEVERAGE WORKS UNION 401(K) PLAN | WALL NJ | 0 | $518K | $327K |
| 2 | STRESSCRETE, INC. STRESSCRETE GROUP US 401(K) PLAN | NORTHPORT AL | 187 | $5.2M | $299K |
| 3 | REGIONAL INDUSTRIES, LLC REGIONAL INDUSTRIES 401(K) PLAN |
ELIZABETH NJ |
| 258 |
| $6.6M |
| $103K |
| 4 | AGRICULTURAL BANK OF CHINA 401(K) PLAN AGRICULTURAL BANK OF CHINA 401(K) PLAN | NEW YORK NY | 98 | $12.8M | $98K |
| 5 | PATTEN GP, LLC PATTEN TITLE COMPANIES RETIREMENT PLAN | HOUSTON TX | 117 | $5.8M | $96K |
| 6 | THE BEVERAGE WORKS NEW YORK, INC. THE BEVERAGE WORKS 401(K) PLAN | WALL NJ | 0 | $1.1M | $89K |
| 7 | REVOLVE MANAGEMENT COMPANY, LLC REVOLVE MANAGEMENT COMPANY, LLC 401(K) PLAN | KANSAS CITY MO | 115 | $3.1M | $6K |
| 8 | AESOP INTERMEDIATE, LLC AESOP INTERMEDIATE, LLC 401(K) PLAN | KANSAS CITY MO | 640 | $6.7M | $2K |
