Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Hartford Hartford Dividend and Growth R6 - in their Schedule of Assets, totaling $15.3M 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 | AMERICAN ORTHODONTICS CORPORATION AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN | SHEBOYGAN WI | 676 | $80.4M | $5.9M |
| 2 | WOMEN'S HEALTH MISSISSIPPI, LLC WOMEN'S HEALTH MISSISSIPPI, LLC 401(K) PLAN | FLOWOOD MS | 187 | $60.0M | $2.0M |
| 3 | CLEAREDGE IT SOLUTIONS, LLC |
JESSUP MD |
| 63 |
| $23.5M |
| $1.6M |
| 4 | OLD HARBOR NATIVE CORPORATION OLD HARBOR PROFIT SHARING 401(K) PLAN | ANCHORAGE AK | 2,204 | $61.4M | $1.4M |
| 5 | MOMENTUM MIDSTREAM MANAGEMENT LLC MOMENTUM MIDSTREAM MANAGEMENT LLC 401(K) PLAN | HOUSTON TX | 263 | $35.6M | $929K |
| 6 | TCI MANUFACTURING & EQUIPMENT SALES, INC. TCI MANUFACTURING & EQUIPMENT SALES, INC. 401(K) PLAN | WALNUT IL | 160 | $5.8M | $507K |
| 7 | PDQ ENTERPRISES, INC. PDQ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 247 | $14.3M | $505K |
| 8 | BOXER PROPERTY MANAGEMENT CORPORATION BOXER PROPERTY 401(K) PLAN | HOUSTON TX | 622 | $11.9M | $408K |
| 9 | MARWEN, INC. SCRANTON DODGE 401(K) PLAN | SCRANTON PA | 106 | $6.3M | $333K |
| 10 | UNITEK ACQUISITION, INC. UNITEK EMPLOYEES RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 507 | $14.9M | $225K |
