Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Hartford International Opportunities in their Schedule of Assets, totaling $3.6M 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 | GREENLEAF TRUST GREENLEAF TRUST 401(K) PLAN | KALAMAZOO MI | 244 | $90.0M | $1.2M |
| 2 | BERLINROSEN HOLDINGS BERLINROSEN HOLDINGS 401(K) PLAN | NEW YORK NY | 582 | $55.9M | $1.1M |
| 3 | WESTERN NATIONAL PROPERTIES DBA WESTERN NATIONAL GROUP WNG 401(K) PLAN |
IRVINE CA |
| 824 |
| $58.3M |
| $878K |
| 4 | BARON MANAGEMENT SERVICES INC. THE BARON/ESSEX RETIREMENT SAVINGS PLAN | DENVER CO | 131 | $10.1M | $195K |
| 5 | BRONX CHARTER SCHOOL FOR EXCELLENCE BRONX CHARTER SCHOOL FOR EXCELLENCE 403(B) DEFERRED COMPENSATION PLAN | BRONX NY | 294 | $10.1M | $182K |
| 6 | HARVARD MANAGEMENT COMPANY INC. THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN | BOSTON MA | 112 | $58.1M | $125K |
| 7 | MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN | CHARLTON MA | 533 | $19.8M | $19K |
