Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Hartford Equity Income R6 " in their Schedule of Assets, totaling $6.3M 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 | AERODYNE INDUSTRIES LLC AERODYNE INDUSTRIES LLC 401 K PROFIT SHARING PLAN | CAPE CANAVERAL FL | 787 | $70.1M | $1.6M |
| 2 | HAYASHI TELEMPU NORTH AMERICA CORPORATION HTNA RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 367 | $13.2M | $740K |
| 3 | AGILETHOUGHT, LLC AGILETHOUGHT, INC. 401(K) PLAN |
IRVING TX |
| 109 |
| $22.1M |
| $735K |
| 4 | SMILE DESIGN DENTISTRY OF ST. PETE, LLC SMILE DESIGN DENTISTRY 401(K) SAVINGS PLAN | TAMPA FL | 501 | $9.3M | $492K |
| 5 | JOHN J JERUE TRUCK BROKER, INC. JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN | LAKELAND FL | 170 | $25.2M | $490K |
| 6 | MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC 401(K) PLAN | PHILADELPHIA PA | 113 | $23.5M | $478K |
| 7 | MOTIVUS, LLC MOTIVUS, LLC 401(K) PLAN | IRVING TX | 59 | $20.0M | $456K |
| 8 | LOYAL SOURCE GOVERNMENT SERVICES, LLC LOYAL SOURCE GOVERNMENT SERVICES 401(K) PLAN | ORLANDO FL | 2,122 | $19.1M | $413K |
| 9 | PROVEST, LLC PROVEST LLC 401(K) PLAN | TAMPA FL | 408 | $15.0M | $295K |
| 10 | IMMEDICA PHARMA US INC. IMMEDICA PHARMA US INC. 401(K) PLAN | CHICAGO IL | 61 | $14.7M | $180K |
