Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Hartford Midcap R6 Mutual Fund in their Schedule of Assets, totaling $2.8M 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 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | HACKENSACK NJ | 361 | $136.5M | $1.9M |
| 2 | AMERICAN GIFT CORPORATION AMERICAN GIFT CORPORATION RETIREMENT SAVINGS PLAN | MIAMI FL | 146 | $16.6M | $641K |
| 3 | JD MACHINE, INC. JD MACHINE, INC. EMPLOYEES' RETIREMENT PLAN |
OGDEN UT |
| 172 |
| $13.8M |
| $104K |
| 4 | AMERICAN OPTOMETRIC ASSOCIATION AOA 401(K) PLAN | ST. LOUIS MO | 75 | $16.6M | $73K |
| 5 | KASON INDUSTRIES, INC. KASON INDUSTRIES, INC. 401(K) RETIREMENT SAVINGS PLAN | NEWNAN GA | 252 | $25.3M | $67K |
