Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Hartford Equity Income Fund R5 in their Schedule of Assets, totaling $717K 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 | SPECIALTY STEEL WORKS INCORPORATED SPECIALTY STEEL WORKS INCORPORATED 401(K) RETIREMENT SAVINGS PLAN | HAMMOND IN | 221 | $50.9M | $566K |
| 2 | SPECIALTY STEEL WORKS INCORPORATED SPECIALTY STEEL WORKS INCORPORATED UNION 401(K) RETIREMENT SAVINGS PLAN | HAMMOND IN | 417 | $25.5M | $152K |
