Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Hartford Dividend and Growth R5 Fund Registered Investment Company in their Schedule of Assets, totaling $5.0M 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 | SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUITY PLAN | SANTA CLARA CA | 1,835 | $459.6M | $5.0M |
