Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Hartford Dividend & Growth Mutual Fund 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 | WESTERN WASHINGTON MEDICAL GROUP, INC., P.S. WESTERN WASHINGTON MEDICAL GROUP 401(K) RETIREMENT PLAN AND TRUST | EVERETT WA | 349 | $106.0M | $3.6M |
| 2 | JEFF WYLER AUTOMOTIVE FAMILY, INC. JEFF WYLER AUTOMOTIVE FAMILY, INC. RETIREMENT SAVINGS PLAN AND TRUST | MILFORD OH | 1,506 | $60.9M | $2.7M |
| 3 | EXPERITY, INC. |
MACHESNEY PARK IL |
| 563 |
| $47.5M |
| $1.8M |
| 4 | S. R. BRAY LLC POWER PLUS 401(K) PLAN | ANAHEIM CA | 586 | $31.8M | $45K |
| 5 | HAAS OUTDOORS, INC. HAAS OUTDOORS, INC. PROFIT SHARING & 401(K) PLAN | WEST POINT MS | 96 | $20.7M | $33K |
