Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Hartford Mutual Funds Hartford Bal Income R6 Fund # in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | 1ST UNITED CREDIT UNION 1ST UNITED CREDIT UNION PROFIT SHARING AND SAVINGS PLAN | PLEASANTON CA | 167 | $40.0M | $1.3M |
| 2 | REX THREE, INC. REX THREE, INC. 401(K) PLAN | DAVIE FL | 205 | $9.2M | $62K |
