Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Hartford Equity Income in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAIWA CAPITAL MARKETS AMERICA INC. DAIWA CAPITAL MARKETS AMERICA INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 301 | $155.1M | $1.1M |
| 2 | AMERICAN INTEGRITY INSURANCE GROUP, LLC AMERICAN INTEGRITY 401(K) PLAN | TAMPA FL | 284 | $20.2M | $139K |
| 3 | GREAT LAKES WINE AND SPIRITS, LLC |
HIGHLAND PARK MI |
| 353 |
| $13.3M |
| $12K |
