Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Hartford Core Equity R3 in their Schedule of Assets, totaling $1.6M 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 CARLSON LAW FIRM, P.C. THE CARLSON LAW FIRM, P.C. 401(K) PLAN | KILLEEN TX | 140 | $14.8M | $617K |
| 2 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $305K |
| 3 | THE LEARNING EXPERIENCE CORPORAT THE LEARNING EXPERIENCE 401K PLAN |
DEERFIELD BEACH FL |
| 542 |
| $6.9M |
| $300K |
| 4 | SUMMIT MANAGEMENT CONSULTING, L. SUMMIT MANAGEMENT CONSULTING, L.L.C. EMPLOYEES SAVINGS PLAN | KIMBALL MI | 199 | $5.4M | $182K |
| 5 | JERRYS CHEVROLET, INC. JERRY'S AUTOGROUP 401(K) PLAN | BALTIMORE MD | 174 | $7.1M | $72K |
| 6 | EVERIZ MANAGEMENT, LLC EVERIZ 401(K) PLAN | SPRING TX | 168 | $3.5M | $69K |
| 7 | CG BUSINESS MANGEMENT, LLC CG BUSINESS MANGEMENT LLC 401(K) PROFIT SHARING PLAN | CHESHIRE CT | 148 | $3.4M | $37K |
| 8 | FARWEST CORROSION CONTROL COMPANY FARWEST CORROSION CONTROL COMPANY 401(K) SALARY REDUCTION PLAN | DOWNEY CA | 140 | $7.2M | $31K |
| 9 | DISPLAYMAX INC DISPLAYMAX INC 401K PLAN & TRUST | HOWELL MI | 190 | $1.6M | $12K |
