Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Hartford Core Equity R4 - in their Schedule of Assets, totaling $11.6M 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 | TAHER, INC. TAHER, INC. 401(K) PLAN | MINNETONKA MN | 1,800 | $15.0M | $3.8M |
| 2 | BOCH ENTERPRISES EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF BOCH ENTERPRISES | NORWOOD MA | 187 | $42.3M | $2.5M |
| 3 | KOVA FERTILIZER KOVA FERTILIZER INC. 401(K) PLAN |
GREENSBURG IN |
| 234 |
| $13.9M |
| $1.4M |
| 4 | KERASOTES SHOWPLACE THEATRES, LL KERASOTES SHOWPLACE THEATRES 401(K) SAVINGS PLAN | CHICAGO IL | 214 | $6.9M | $669K |
| 5 | VISUAL LEASE, LLC VISUAL LEASE, LLC 401(K) PLAN | WOODBRIDGE NJ | 7 | $19.6M | $620K |
| 6 | OAK HALL INDUSTRIES, LP OAK HALL INDUSTRIES, LP 401(K) PLAN | SALEM VA | 316 | $6.0M | $607K |
| 7 | TENA COMPANIES TENA COMPANIES 401K PLAN | ST PAUL MN | 137 | $22.5M | $554K |
| 8 | KATAYAMA AMERICAN COMPANY, INC. KACI RETIREMENT SAVINGS PLAN | SHELBYVILLE KY | 314 | $12.1M | $216K |
| 9 | ONESPAN NORTH AMERICA INC. ONESPAN NORTH AMERICA INC.401(K) PLAN | BOSTON MA | 149 | $14.2M | $192K |
| 10 | ONESPAN NORTH AMERICA INC. ONESPAN NORTH AMERICA INC.401(K) PLAN | BOSTON MA | 149 | $14.2M | $192K |
