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 - in their Schedule of Assets, totaling $6.7M 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 | BANK OZK BANK OZK 401(K) RETIREMENT SAVINGS PLAN | LITTLE ROCK AR | 2,922 | $293.8M | $4.6M |
| 2 | BECKER & POLIAKOFF, P.A. BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 312 | $55.2M | $1.0M |
| 3 | DOUBLE E COMPANY, LLC DOUBLE E COMPANY, LLC 401(K) PLAN |
WEST BRIDGEWATER MA |
| 181 |
| $8.6M |
| $769K |
| 4 | INTELIDENT SOLUTIONS, INC. INTELIDENT SOLUTIONS, INC. 401(K) PLAN | TAMPA FL | 632 | $22.9M | $141K |
| 5 | MADISON CAPITAL GROUP HOLDINGS, LLC MADISON CAPITAL GROUP HOLDINGS, LLC 401(K) PLAN | CHARLOTTE NC | 469 | $6.0M | $77K |
| 6 | JOHN S. CONNOR, INC. JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN | GLEN BURNIE MD | 120 | $8.0M | $68K |
| 7 | MACUCH STEEL PRODUCTS, INC. MACUCH STEEL PRODUCTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | AUGUSTA GA | 108 | $4.9M | $48K |
