Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Hartford Schroders Intl Multi-Cp Val SDR Registered investment company in their Schedule of Assets, totaling $442K 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 | EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN | ALTADENA CA | 423 | $25.1M | $400K |
| 2 | EXCEPTIONAL FAMILY RESOURCES, INC. EXCEPTIONAL FAMILY RESOURCES 401(K) PLAN | SYRACUSE NY | 343 | $3.3M | $22K |
| 3 | SPRIG ELECTRIC |
SAN JOSE CA |
| 152 |
| $24.6M |
| $20K |
