Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Hartford Midcap R5 in their Schedule of Assets, totaling $3.0M 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 | COMMERCIAL CONTRACTORS, INC. MANGIONE FAMILY ENTERPRISES RETIREMENT PLAN | ELLICOTT CITY MD | 2,106 | $40.6M | $1.8M |
| 2 | LEGACY FUNERAL GROUP, L.L.C. LEGACY FUNERAL GROUP EMPLOYEES RETIREMENT SAVINGS PLAN | HOUSTON TX | 892 | $12.7M | $310K |
| 3 | PAR EXCELLENCE SYSTEMS, INC. |
CINCINNATI OH |
| 163 |
| $14.0M |
| $253K |
| 4 | PUREFIELD INGREDIENTS LLC PUREFIELD INGREDIENTS LLC 401K PLAN | RUSSELL KS | 103 | $7.3M | $223K |
| 5 | JIM BROWN CHEVROLET INC., DBA CLASSIC CHEVROLET JIM BROWN CHEVROLET, INC. DBA CLASSIC CHEVROLET 401(K) PLAN | MENTOR OH | 954 | $69.3M | $192K |
| 6 | UNITED CALL CENTER SOLUTIONS, LLC UNITED CALL CENTER SOLUTIONS, LLC 401(K) PLAN | DALLAS TX | 1,347 | $7.0M | $157K |
| 7 | BAY AGING BAY AGING 401(K) PLAN | URBANNA VA | 335 | $7.1M | $91K |
