Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Hartford Mutual Funds Hartford Core Equity R6 Fund - in their Schedule of Assets, totaling $3.7M 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 | CITIZENS STATE BANK CITIZENS STATE BANK 401(K) SAVINGS PLAN | SOMERVILLE TX | 145 | $22.3M | $1.3M |
| 2 | THE COUNTRY VINTNER, INC. D/B/A WINEBOW WINEBOW 401(K) PLAN | GLEN ALLEN VA | 1,363 | $144.0M | $905K |
| 3 | WISE US, INC. WISE US, INC. 401(K) PLAN |
TAMPA FL |
| 761 |
| $14.8M |
| $719K |
| 4 | ROYCE GEOSPATIAL CONSULTANTS INC. ROYCE GEOSPATIAL CONSULTANTS 401K | ARLINGTON VA | 173 | $12.9M | $373K |
| 5 | HAMPTON JITNEY, INC. HAMPTON JITNEY, INC. 401(K) RETIREMENT SAVINGS PLAN | CALVERTON NY | 157 | $10.7M | $318K |
| 6 | STRATEGIC TECHNOLOGY INSTITUTE, INC. STRATEGIC TECHNOLOGY INSTITUTE, INC. RETIREMENT PLAN | ROCKVILLE MD | 771 | $12.2M | $24K |