Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Hartford Schroders Intl Multi-cp Val Sdr Mutual Fund in their Schedule of Assets, totaling $584K 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 | GEORGE WEST MENTAL HEALTH FOUNDATION, INC. THE SKYLAND TRAIL RETIREMENT PLAN | ATLANTA GA | 209 | $9.6M | $327K |
| 2 | PERRY PROTECH PERRY PROTECH EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN | LIMA OH | 224 | $121.9M | $130K |
| 3 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN |
CARROLLTON TX |
| 9,593 |
| $169.6M |
| $102K |
| 4 | FMI AEROSTRUCTURES, LLC FMI MACHINING, LLC 401(K) PLAN | VALENCIA CA | 172 | $7.4M | $21K |
| 5 | CHARTWELL MANAGEMENT, LLC CHARTWELL MANAGEMENT, LLC 401(K) PLAN | NEEDHAM MA | 89 | $2.8M | $2K |
| 6 | BLUE OCEAN REALTY, LLC BLUE OCEAN REALTY, LLC RETIREMENT PLAN | REISTERSTOWN MD | 56 | $2.3M | $1K |
