Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Hartford Hartford Strategic Income Fund in their Schedule of Assets, totaling $2.7M 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 | LJB INC. LJB INC. EMPLOYEE RETIREMENT PLAN | MIAMISBURG OH | 295 | $47.9M | $2.0M |
| 2 | DR. MARTENS DR. MARTENS 401(K) RETIREMENT PLAN | PORTLAND OR | 1,029 | $23.7M | $352K |
| 3 | LATCHA & ASSOCIATES, L.L.C. LATCHA & ASSOCIATES 401(K) RETIREMENT PLAN |
FARMINGTON HILLS MI |
| 154 |
| $16.2M |
| $167K |
| 4 | ROD N REEL, INC. ROD N REEL INC. 401(K) PROFIT SHARING PLAN | CHESAPEAKE BEACH MD | 116 | $5.8M | $78K |
| 5 | THE CSI COMPANIES, INC. THE CSI COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | JACKSONVILLE FL | 1,959 | $24.6M | $39K |
