Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Hartford Equity Income R5 in their Schedule of Assets, totaling $124K 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 | K & E EXCAVATING INCORPORATED K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST | SALEM OR | 291 | $24.7M | $91K |
| 2 | LONG BEVERAGE, INC. LONG BEVERAGE, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 309 | $7.7M | $33K |
