Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Hartford Equity Income Fund Mutual fund in their Schedule of Assets, totaling $2.2M 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 | ALLIANCE DEFENDING FREEDOM ALLIANCE DEFENDING FREEDOM 401(K) PROFIT SHARING PLAN | SCOTTSDALE AZ | 383 | $31.1M | $931K |
| 2 | SHEET METAL WORKERS UNIONS LOCAL 24 SHEET METAL WORKERS LOCAL 24 CINCINNATI AREA RETIREMENT PLAN AND TRUST | CINCINNATI OH | 436 | $60.7M | $878K |
| 3 | PEDIATRIC ASSOCIATES, INC. PS |
BELLEVUE WA |
| 333 |
| $69.5M |
| $199K |
| 4 | WESTCOAST CHILDREN'S CLINIC, INC. WESTCOAST CHILDREN'S CLINIC, INC. 403(B) PLAN | OAKLAND CA | 233 | $18.4M | $126K |
| 5 | APPRISS RETAIL APPRISS RETAIL 401(K) SAVINGS PLAN | IRVINE CA | 124 | $18.1M | $59K |
| 6 | S.B.C.C., INC. SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | CAMPBELL CA | 68 | $15.2M | $12K |
| 7 | TOTAL VISION LLC TOTAL VISION LLC 401(K) PLAN | MISSION VIEJO CA | 579 | $9.0M | $10K |
