Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Hartford Funds Management Company Hartford Core Equity R4 N/A in their Schedule of Assets, totaling $11.9M 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 | AM GENERAL LLC AM GENERAL CAPITAL ACCUMULATION AND EMPLOYER RETIREMENT CONTRIBUTION PLAN | SOUTH BEND IN | 547 | $131.1M | $10.0M |
| 2 | AM GENERAL LLC AM GENERAL HOURLY CAPITAL ACCUMULATION PLAN | SOUTH BEND IN | 398 | $42.1M | $1.9M |
