Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Hartford Dividend and Growth R6 Registered investment company in their Schedule of Assets, totaling $2.8M 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 | ACCESS PLANS, LLC RMS EASYPLAN | WYLIE TX | 3,738 | $125.9M | $1.8M |
| 2 | ALSCO-GEYER IRRIGATION, INC. ALSCO-GEYER IRRIGATION, INC. PROFIT SHARING 401(K) PLAN | ARBUCKLE CA | 130 | $10.1M | $620K |
| 3 | SAN DIEGO CENTER FOR CHILDREN SAN DIEGO CENTER FOR CHILDREN 403(B) PLAN |
SAN DIEGO CA |
| 386 |
| $7.3M |
| $165K |
| 4 | NORTH COUNTRY FAMILY HEALTH CENTER NORTH COUNTRY FAMILY HEALTH CENTER 403(B) PLAN | WATERTOWN NY | 159 | $11.5M | $116K |
| 5 | EVERGREEN TREATMENT SERVICES EVERGREEN TREATMENT SERVICES 403(B) PLAN | SEATTLE WA | 316 | $13.0M | $73K |
| 6 | UATP MANAGEMENT, LLC UNLEASHED BRANDS 401(K) PLAN | BEDFORD TX | 292 | $10.3M | $61K |
