Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Hartford Hartford Dividend & Growth R5 in their Schedule of Assets, totaling $6.7M 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 | SOUTHWESTERN UNIVERSITY SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES | GEORGETOWN TX | 461 | $117.0M | $3.9M |
| 2 | THE WINDWARD SCHOOL WINDWARD SCHOOL RETIREMENT PLAN | WHITE PLAINS NY | 445 | $87.0M | $1.4M |
| 3 | CICATELLI ASSOCIATES INC. CICATELLI ASSOCIATES INC. 401(K) PLAN |
NEW YORK NY |
| 128 |
| $17.0M |
| $639K |
| 4 | GEORGE EASTMAN MUSEUM GEORGE EASTMAN MUSEUM RETIREMENT PLAN | ROCHESTER NY | 83 | $18.3M | $477K |
| 5 | GIRLS PREPARATORY SCHOOL INC GIRLS PREPARATORY SCHOOL 403(B) DC PLAN | CHATTANOOGA TN | 157 | $11.2M | $201K |
| 6 | INSTITUTE FOR POPULATION HEALTH, INC. INSTITUTE FOR POPULATION HEALTH,INC.403 B PLAN405975 | DETROIT MI | 80 | $1.0M | $15K |
