Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Hartford Midcap R5 Mutual Fund in their Schedule of Assets, totaling $725K 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 | PRINCETON PROPERTIES MANAGEMENT, INC. PRINCETON PROPERTIES MANAGEMENT, INC. RETIREMENT PLAN | LOWELL MA | 207 | $24.6M | $673K |
| 2 | ALLIANCE CREDIT UNION ALLIANCE CREDIT UNION 401(K) PLAN | LUBBOCK TX | 198 | $12.2M | $52K |
