Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Hartford Balanced Income Y in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONTEC, INC. CONTEC, INC. 401(K) PROFIT SHARING PLAN | SPARTANBURG SC | 628 | $46.9M | $3.4M |
| 2 | MARSH PUERTO RICO, INC. MARSH PUERTO RICO, INC. SALARY SAVINGS PLAN | GUAYNABO PR | 72 | $16.8M | $279K |
| 3 | COG MARKETERS, LTD COG MARKETERS, LTD EMPLOYEES SAVINGS TRUST |
ST. JOHNS MI |
| 133 |
| $24.5M |
| $7K |
