Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Hartford Core Equity Fund # in their Schedule of Assets, totaling $27.8M 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 | KWIK TRIP, INC. KWIK TRIP PROFIT SHARING 401(K) PLAN | LA CROSSE WI | 26,512 | $925.8M | $16.8M |
| 2 | RMB CAPITAL MANAGEMENT, LLC RMB CAPITAL MANAGEMENT, LLC SAVINGS PLAN | CHICAGO IL | 180 | $40.2M | $4.4M |
| 3 | WISCONSIN VISION ASSOCIATES, INC. WISCONSIN VISION ASSOCIATES, INC. 401K PROFIT SHARING PLAN |
BURLINGTON WI |
| 344 |
| $28.1M |
| $1.8M |
| 4 | SANY AMERICA, INC. SANY AMERICA, INC. 401(K) PLAN | PEACHTREE CITY GA | 237 | $17.1M | $1.1M |
| 5 | INFORMATION SYSTEMS AUDIT AND CONTROL INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) 401(K) RETIREMENT | SCHAUMBURG IL | 276 | $42.9M | $924K |
| 6 | PIPE FITTERS LOCAL #211 WELFARE TRUST FUND PIPE FITTERS LOCAL UNION 211 WELFARE TRUST FUND | HOUSTON TX | 2,255 | $56.6M | $817K |
| 7 | DRUMMOND PRESS INC DRUMMOND PRESS INC 401(K) PROFIT SHARING PLAN & TRUST | JACKSONVILLE FL | 200 | $10.0M | $544K |
| 8 | PIONEER PRODUCTS, INC. PIONEER PRODUCTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | RACINE WI | 115 | $8.8M | $405K |
| 9 | ACCOUNTING RESEARCH & ANALYTICS, LLC (DBA CFRA RESEARCH) CFRA RESEARCH RETIREMENT PLAN | CHARLOTTESVILLE VA | 130 | $18.0M | $301K |
| 10 | DEERFIELD EPISCOPAL RETIREMENT COMMUNITY, INC. DEERFIELD EPISCOPAL RETIREMENT COMM. INC. 403(B) P | ASHEVILLE NC | 359 | $8.5M | $289K |
