Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Hartford Mutual Funds in their Schedule of Assets, totaling $6.1M 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 | ALERA GROUP, INC. ALERA GROUP, INC. SAVINGS PLAN | DEERFIELD IL | 4,571 | $499.7M | $4.6M |
| 2 | WILKINS, KAISER & OLSEN, INC. W K & O/HIGH CASCADE 401(K) PLAN | CARSON WA | 365 | $25.8M | $511K |
| 3 | WILSON, ELSER, MOSKOWITZ, EDELMAN, & DICKER LLP WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER, LLP DEFINED BENEFIT PLAN FOR NON-LEGAL STAFF |
NEW YORK NY |
| 71 |
| $11.3M |
| $400K |
| 4 | ELLIOTT OIL COMPANY ELLIOTT OIL COMPANY 401(K) PROFIT SHARING PLAN | OTTUMWA IA | 134 | $9.9M | $314K |
| 5 | DESOTO SALES, INC. DESOTO SALES, INC. 401(K) PROFIT SHARING PLAN | CANOGA PARK CA | 115 | $16.0M | $194K |
| 6 | PITTSBURG TANK & TOWER CO, INC. PITTSBURG TANK & TOWER CO., INC. EMPLOYEES SAVINGS TRUST | HENDERSON KY | 365 | $14.0M | $54K |
| 7 | JENNE, INC. JENNE, INC. 401(K) PLAN | AVON OH | 193 | $29.5M | $46K |
| 8 | LAWTON WELDING CO., INC. LAWTON WELDING CO., INC. 401(K) PLAN | TOPSFIELD MA | 127 | $11.3M | $37K |
| 9 | COMMUNITY SYSTEMS SUPPORT AND MANAGEMENT SERVICES, INC. COMMUNITY SYSTEMS, INC. CONTRIBUTORY 403 (B) PLAN | POCASSET MA | 1,091 | $24.8M | $19K |
| 10 | V ALEXANDER & CO., INC. V. ALEXANDER & CO., INC. SAVINGS PLAN | CORDOVA TN | 196 | $36.0M | $11K |
