Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Hartford Core Equity R6 Registered Investment Company in their Schedule of Assets, totaling $4.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VITAL ENTERPRISES LLC VITAL ENTERPRISES LLC 401(K) RETIREMENT PLAN | BEAVERTON OR | 384 | $25.9M | $3.4M |
| 2 | MEDRIO, INC. MEDRIO 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 112 | $11.0M | $775K |
| 3 | WILLAMETTE VIEW, INC. WILLAMETTE VIEW, INC. 401(K) RETIREMENT PLAN |
PORTLAND OR |
| 255 |
| $11.0M |
| $448K |
| 4 | RIVERMAID TRADING COMPANY RIVERMAID TRADING COMPANY 401(K) P/S PLAN | LODI CA | 96 | $9.4M | $5K |
