Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Hartford Hartford Total Return Bond R6 in their Schedule of Assets, totaling $7.6M 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 | LAKE MICHIGAN CREDIT UNION LAKE MICHIGAN CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | GRAND RAPIDS MI | 1,370 | $50.9M | $1.9M |
| 2 | BLAZE CREDIT UNION BLAZE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | FALCON HEIGHTS MN | 116 | $55.6M | $1.6M |
| 3 | BELCO COMMUNITY CREDIT UNION |
HARRISBURG PA |
| 192 |
| $39.7M |
| $1.3M |
| 4 | CENTURY ALUMINUM COMPANY CENTURY ALUMINUM 401(K) PLAN | CHICAGO IL | 1,434 | $149.7M | $1.1M |
| 5 | TRUE COMMUNITY CREDIT UNION TRUE COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | JACKSON MI | 194 | $27.9M | $1.0M |
| 6 | JOVIA FINANCIAL CREDIT UNION JOVIA FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | WESTBURY NY | 443 | $42.9M | $496K |
| 7 | BOYS & GIRLS CLUBS OF CHICAGO BOYS & GIRLS CLUBS OF CHICAGO 401(K) PLAN | CHICAGO IL | 396 | $4.8M | $45K |
| 8 | CARLEY CORPORATION CARLEY CORPORATION 401(K) PLAN | ORLANDO FL | 141 | $13.5M | $44K |
| 9 | BOYS & GIRLS CLUBS OF NORTHEAST OHIO BOYS & GIRLS CLUBS OF NORTHEAST OHIO 401(K) PLAN | CLEVELAND OH | 167 | $3.1M | $33K |
