Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Hartford Balanced Income R6 " in their Schedule of Assets, totaling $11.3M 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 | E.L. ROBINSON ENGINEERING CO. E.L. ROBINSON ENGINEERING 401(K) PLAN | CHARLESTON WV | 143 | $24.3M | $6.8M |
| 2 | J.N. WHITE ASSOCIATES, INC. JN WHITE ASSOCIATES INC PROFIT SHARING PLAN | PERRY NY | 106 | $10.8M | $2.0M |
| 3 | NEWCOMB OIL CO., LLC NEWCOMB OIL CO., LLC PROFIT SHARING AND 401K SAVINGS PLAN |
BARDSTOWN KY |
| 801 |
| $29.9M |
| $593K |
| 4 | SMILE DESIGN DENTISTRY OF ST. PETE, LLC SMILE DESIGN DENTISTRY 401(K) SAVINGS PLAN | TAMPA FL | 501 | $9.3M | $550K |
| 5 | ISS-MARINE SERVICES, INC. ISS-MARINE SERVICES, INC. RETIREMENT SAVINGS PLAN | HOUSTON TX | 170 | $12.7M | $275K |
| 6 | GLOBAL STEERING SYSTEMS, LLC GLOBAL STEERING SYSTEMS, LLC 401(K) PLAN | WATERTOWN CT | 242 | $9.0M | $260K |
| 7 | PHA AMERICA INC PHA AMERICA, INC. 401(K) PLAN | MONTGOMERY AL | 199 | $3.4M | $221K |
| 8 | MED-REVIEW, INC. NYCHSRO/MEDREVIEW, INC 401(K) PLAN | NEW YORK NY | 208 | $19.7M | $185K |
| 9 | ASTORG AUTO OF CHARLESTON ASTORG 401(K) RETIREMENT PLAN | CHARLESTON WV | 336 | $17.4M | $133K |
| 10 | BSB DESIGN, INC. BSB DESIGN, INC. 401(K) SAVINGS PLAN | WEST DES MOINES IA | 176 | $21.4M | $90K |
