Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Hartford Core Equity R6 Mutual fund in their Schedule of Assets, totaling $6.8M 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 | MARGARET MARY COMMUNITY HOSPITAL MARGARET MARY HEALTH RETIREMENT PLAN | BATESVILLE IN | 653 | $17.0M | $1.3M |
| 2 | SECOND HARVEST OF SILICON VALLEY SECOND HARVEST OF SILICON VALLEY 403(B) PLAN | SAN JOSE CA | 274 | $37.2M | $1.0M |
| 3 | FIRST BANK FIRST BANK 401(K) RETIREMENT PLAN |
HAMILTON NJ |
| 293 |
| $21.7M |
| $974K |
| 4 | OLSON URBAN HOUSING, LLC THE OLSON COMPANY 401(K) PLAN AND TRUST | SEAL BEACH CA | 69 | $17.0M | $614K |
| 5 | KEYSTONE HUMAN SERVICES KEYSTONE HUMAN SERVICES 401(K) RETIREMENT PLAN | HARRISBURG PA | 2,640 | $59.5M | $580K |
| 6 | PIERCE ALUMINUM CO., INC. PIERCE ALUMINUM CO., INC. 401(K) & PROFIT SHARING PLAN | FRANKLIN MA | 181 | $23.6M | $577K |
| 7 | NEW MOUNTAIN CAPITAL, LLC NEW MOUNTAIN CAPITAL, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 240 | $72.2M | $549K |
| 8 | THE ADVERTISING CHECKING BUREAU, INC. THE ADVERTISING CHECKING BUREAU, INC. 401(K) PLAN | NEW YORK NY | 289 | $21.3M | $334K |
| 9 | PACIFIC LANDMARK LIMITED PACIFIC LANGHAM 401(K) PLAN | SAN FRANCISCO CA | 1,396 | $50.9M | $268K |
| 10 | HENNEBERY EDDY ARCHITECTS, INC. HENNEBERY EDDY ARCHITECTS, INC. 401(K) PLAN | PORTLAND OR | 104 | $18.7M | $244K |
