Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Hartford Midcap Fund in their Schedule of Assets, totaling $5.6M 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 | CARMODY TORRANCE SANDAK & HENNESSEY LLP CARMODY TORRANCE SANDAK & HENNESSEY LLP EMPLOYEES' PROFIT SHARING PLAN | WATERBURY CT | 137 | $108.5M | $1.7M |
| 2 | EXFO AMERICA INC. EXFO USA 401(K) PLAN | RICHARDSON TX | 89 | $28.2M | $1.5M |
| 3 | NATCOM BANCSHARES, INC. NATIONAL BANK OF COMMERCE 401(K) PROFIT SHARING PLAN |
SUPERIOR WI |
| 278 |
| $22.7M |
| $1.2M |
| 4 | TSG SKI AND GOLF, LLC TSG SKI AND GOLF, LLC 401(K) PLAN | TELLURIDE CO | 534 | $15.9M | $386K |
| 5 | MICHIGAN MILK PRODUCERS ASSOCIATION MMPA EMPLOYEE DEFERRED SAVINGS PLAN | NOVI MI | 322 | $23.7M | $366K |
| 6 | THE SPEECH PATHOLOGY GROUP, INC. THE COMMUNICATIONS GROUP 401(K) PLAN | WALNUT CREEK CA | 1,484 | $37.7M | $190K |
| 7 | JOHN S. CONNOR, INC. JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN | GLEN BURNIE MD | 120 | $8.0M | $155K |
| 8 | ARCTOS, LLC ARCTOS, LLC 401(K) PLAN | BEAVERCREEK OH | 156 | $33.1M | $129K |
| 9 | BMC GROWTH FUND II, LLC BMC GROWTH FUND II, LLC 401(K) PLAN | MIAMISBURG OH | 182 | $5.5M | $17K |
| 10 | BETHANY RETIREMENT HOME, INC. BETHANY RETIREMENT HOME, INC. TAX DEFERRED ANNUITY PLAN | HORSEHEADS NY | 243 | $4.6M | $9K |
