Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Hartford Mutual Funds Hartford Equity Income R6 Fund # in their Schedule of Assets, totaling $3.1M 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 | $1.8M |
| 2 | DYNAMIC AVIATION GROUP, INC. DYNAMIC AVIATION GROUP, INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER VA | 486 | $44.8M | $585K |
| 3 | WEG TRANSFORMERS USA, LLC |
WASHINGTON MO |
| 168 |
| $15.9M |
| $427K |
| 4 | ORGAN PROCUREMENT AGENCY OF MICHIGAN, DBA GIFT OF LIFE MICHIGAN GIFT OF LIFE MICHIGAN 403(B) PLAN | ANN ARBOR MI | 389 | $53.9M | $278K |
