Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Hartford Core Equity R5 in their Schedule of Assets, totaling $8.0M 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 | NEWMONT USA LIMITED RETIREMENT SAVINGS PLAN OF NEWMONT | DENVER CO | 1,169 | $341.3M | $7.1M |
| 2 | SYNERGOS COMPANIES LLC SYNERGOS COMPANIES 401(K) PLAN | SCOTTSDALE AZ | 2,753 | $36.3M | $433K |
| 3 | FIVE STONES RESEARCH CORPORATION FIVE STONES RESEARCH CORPORATION 401(K) PLAN |
HUNTSVILLE AL |
| 202 |
| $19.4M |
| $427K |
| 4 | ACTION TARGET, INC. ACTION TARGET, INC. 401(K) PLAN | PROVO UT | 175 | $10.8M | $45K |