Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Hartford Small Cap Growth Fund Class Y in their Schedule of Assets, totaling $4.6M 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 | INSIGHT INVESTMENTS CORP. INSIGHT INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 285 | $46.9M | $1.7M |
| 2 | INSIGHT INVESTMENTS, LLC INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 288 | $40.5M | $1.4M |
| 3 | EMERGEORTHO, P.A. EMERGEORTHO, P.A. RETIREMENT PLAN |
DURHAM NC |
| 1,014 |
| $213.8M |
| $1.0M |
| 4 | EMERGEORTHO, P.A. EMERGEORTHO PA RETIREMENT PLAN 2 | DURHAM NC | 1,251 | $61.0M | $218K |
| 5 | DHG INC. DHG INC. 401(K) PLAN | FAIRFIELD OH | 132 | $14.9M | $208K |