Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Hartford Balanced Income in their Schedule of Assets, totaling $178K 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 | HELIGROUP HOLDINGS, INC. HELIGROUP HOLDINGS, INC. 401(K) PLAN | HOWELL MI | 247 | $19.9M | $126K |
| 2 | ROTTINGHAUS COMPANY, INC. ROTTINGHAUS COMPANY 401(K) SAVINGS PLAN | LACROSSE WI | 687 | $23.7M | $33K |
| 3 | COMMUNITIES IN SCHOOLS OF NEVADA, INC. COMMUNITIES IN SCHOOLS OF NEVADA, INC. 403B PLAN |
LAS VEGAS NV |
| 249 |
| $4.0M |
| $11K |
| 4 | PENINSULA COMMUNITY HEALTH SERVICES PENINSULA COMMUNITY HEALTH SERVICES 403(B) PLAN | BREMERTON WA | 278 | $12.3M | $5K |
| 5 | DEERFIELD EPISCOPAL RETIREMENT COMMUNITY, INC. DEERFIELD EPISCOPAL RETIREMENT COMM. INC. 403(B) P | ASHEVILLE NC | 359 | $8.5M | $4K |
