Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Hartford Equity Income R5 Mutual fund in their Schedule of Assets, totaling $10.3M 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 | CLARIANT CORPORATION CLARIANT RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 1,026 | $329.9M | $8.6M |
| 2 | AER MANUFACTURING, L.P. AER MFG., INC. RETIREMENT SAVINGS PLAN AND TRUST | CARROLLTON TX | 831 | $48.9M | $1.4M |
| 3 | THE TRUSTEES OF RESERVATIONS THE TRUSTEES OF RESERVATIONS 401(K) RETIREMENT PLAN |
BOSTON MA |
| 318 |
| $26.5M |
| $226K |
