Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Hartford Equity Income Fund - in their Schedule of Assets, totaling $9.1M 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 | BANK OZK BANK OZK 401(K) RETIREMENT SAVINGS PLAN | LITTLE ROCK AR | 2,922 | $293.8M | $4.6M |
| 2 | COTTON INCORPORATED TAX DEFERRED INVESTMENT PROGRAM FOR EMPLOYEES OF COTTON INCORPORATED | CARY NC | 130 | $41.6M | $2.9M |
| 3 | BECKER & POLIAKOFF, P.A. BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN |
FORT LAUDERDALE FL |
| 312 |
| $55.2M |
| $1.0M |
| 4 | BETHANY RETIREMENT HOME, INC. BETHANY RETIREMENT HOME, INC. TAX DEFERRED ANNUITY PLAN | HORSEHEADS NY | 243 | $4.6M | $308K |
| 5 | INTELIDENT SOLUTIONS, INC. INTELIDENT SOLUTIONS, INC. 401(K) PLAN | TAMPA FL | 632 | $22.9M | $141K |
| 6 | MADISON CAPITAL GROUP HOLDINGS, LLC MADISON CAPITAL GROUP HOLDINGS, LLC 401(K) PLAN | CHARLOTTE NC | 469 | $6.0M | $77K |
| 7 | JOHN S. CONNOR, INC. JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN | GLEN BURNIE MD | 120 | $8.0M | $68K |
| 8 | MACUCH STEEL PRODUCTS, INC. MACUCH STEEL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | AUGUSTA GA | 108 | $4.9M | $48K |
