Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Hartford Dividend & Growth R4 in their Schedule of Assets, totaling $6.5M 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 | ADVANCED DIGITAL DATA, INC. ADVANCED DIGITAL DATA INC. EMPLOYEE SAVINGS PLAN | FLANDERS NJ | 131 | $32.2M | $3.3M |
| 2 | ENTERPRISE ASSOCIATES, LLC ENTERPRISE ASSOCIATES LLC 401(K) RETIREMENT PLAN | NORWOOD MA | 513 | $25.6M | $1.1M |
| 3 | NEXUS HEALTH SYSTEMS, LTD |
HOUSTON TX |
| 815 |
| $14.0M |
| $693K |
| 4 | GOULD PAPER CORPORATION GOULD PAPER CORPORATION EMPLOYEES' PROFIT SHARING AND RETIREMENT PLAN | NEW YORK NY | 206 | $48.1M | $635K |
| 5 | RHAPSODY INTERNATIONAL, INC. RHAPSODY INTERNATIONAL, INC. 401(K) PLAN | SEATTLE WA | 26 | $14.1M | $489K |
| 6 | HEDRICK BROTHERS CONSTRUCTION CO HEDRICK BROTHERS CONSTRUCTION CO., INC. THRIFT AND PROFIT SHAR | WEST PALM BEACH FL | 187 | $15.8M | $337K |
| 7 | ARCADIA MANAGEMENT, INC. ARCADIA MANAGEMENT, INC. 401(K) PLAN | ISLANDIA NY | 436 | $5.8M | $6K |
