Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Hartford Schroders Intl MultCap Val SDR Hartford 0 in their Schedule of Assets, totaling $3.2M 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 | FIRST BANKERS TRUSTSHARES, INC. FIRST BANKERS TRUSTSHARES, INC. 401(K) PROFIT SHARING PLAN | QUINCY IL | 176 | $22.9M | $1.1M |
| 2 | FUTURE FOAM, INC. FUTURE FOAM INC 401(K) PS RETIREMENT PLAN | COUNCIL BLUFFS IA | 1,063 | $58.1M | $539K |
| 3 | AMERICARES FOUNDATION, INC. |
STAMFORD CT |
| 277 |
| $36.9M |
| $500K |
| 4 | TOM O'BRIEN CO. O'BRIEN AUTOMOTIVE GROUP 401(K) PLAN | INDIANAPOLIS IN | 208 | $18.1M | $201K |
| 5 | OAKLAND MANAGEMENT CORP OAKLAND MANAGEMENT TAX-DEFERRED SAVINGS PLAN | FARMINGTON HILLS MI | 1,005 | $19.6M | $176K |
| 6 | VALBRUNA STAINLESS, INC. VALBRUNA STAINLESS, INC. 401(K) PLAN | FORT WAYNE IN | 135 | $18.7M | $160K |
| 7 | BORSHEIM JEWELRY COMPANY, INC. BORSHEIM JEWELRY COMPANY 401(K) SAVINGS PLAN | OMAHA NE | 186 | $20.9M | $149K |
| 8 | AXTELLA, LLC AXTELLA, LLC 401(K) PLAN | ANN ARBOR MI | 146 | $16.1M | $102K |
| 9 | FESTIVAL FUN PARKS, LLC PALACE ENTERTAINMENT 401(K) PLAN | HOMESTEAD PA | 795 | $31.9M | $88K |
| 10 | ROCKY VISTA UNIVERSITY, LLC ROCKY VISTA UNIVERSITY, LLC 401(K) RETIREMENT PLAN | ENGLEWOOD CO | 473 | $26.1M | $82K |
