Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Hartford Strategic Income Fund 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 | MITSUBISHI LOGISNEXT AMERICAS INC. MITSUBISHI LOGISNEXT AMERICAS 401(K) PLAN | HOUSTON TX | 1,644 | $274.6M | $1.4M |
| 2 | EIIF MANAGEMENT USA, INC. THE EIIF MANAGEMENT USA, INC. RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 1,079 | $66.1M | $531K |
| 3 | PNP PEDIATRICS, LLC |
WEST WINDSOR NJ |
| 82 |
| $21.9M |
| $374K |
| 4 | CREW TRAINING INTERNATIONAL, INC. CREW TRAINING INTERNATIONAL, INC, 401K PLAN | MEMPHIS TN | 458 | $38.4M | $360K |
| 5 | CLUB ASSIST US LLC CLUB ASSIST US LLC/JOINT VENTURES RETIREMENT PLAN | LAKE MARY FL | 193 | $11.0M | $166K |
| 6 | BACKLUND INVESTMENT CO BACKLUND INVESTMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | PEORIA HEIGHTS IL | 151 | $23.0M | $134K |
| 7 | INTERNATIONAL BONDED COURIERS, INC. INTERNATIONAL BONDED COURIERS, INC. TAX SHELTERED PLAN | JAMAICA NY | 313 | $12.4M | $111K |
| 8 | DESIGN ELECTRIC, INC. DESIGN ELECTRIC, INC. EMPLOYEES' RETIREMENT PLAN | CHARLOTTSVLE VA | 123 | $6.6M | $48K |
| 9 | RALEIGH NEUROLOGY ASSOCIATES, P.A. RALEIGH NEUROLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 217 | $52.9M | $32K |
| 10 | TRANSPORT ENTERPRISE LEASING, LLC TRANSPORT ENTERPRISE LEASING, LLC 401(K) PLAN | CHATTANOOGA TN | 171 | $11.0M | $17K |
