Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Hartford Strategic Income R6 Mutual fund in their Schedule of Assets, totaling $12.2M 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 | DANFOSS POWER SOLUTIONS US COMPANY DANFOSS USA SAVINGS PLAN | AMES IA | 3,063 | $564.0M | $5.5M |
| 2 | DANFOSS POWER SOLUTIONS II, LLC DANFOSS USA SAVINGS PLAN II | AMES IA | 2,438 | $177.7M | $2.1M |
| 3 | ZELIS HEALTHCARE, LLC ZELIS HEALTHCARE 401(K) RETIREMENT PLAN |
MORRISTOWN NJ |
| 2,385 |
| $172.2M |
| $1.6M |
| 4 | YORK HOSPITAL YORK HOSPITAL RETIREMENT PLAN | YORK ME | 973 | $102.0M | $1.3M |
| 5 | STEET/PONTE, INC. STEET TOYOTA, INC 401(K) PLAN | YORKVILLE NY | 206 | $21.9M | $680K |
| 6 | TURNINGPOINT GLOBAL SOLUTIONS, LLC TURNINGPOINT 401(K) PLAN | ROCKVILLE MD | 102 | $15.9M | $377K |
| 7 | DANFOSS POWER SOLUTIONS II, LLC DANFOSS PERSONAL INVESTMENT PLAN | AMES IA | 144 | $7.7M | $172K |
| 8 | ANOKIWAVE, INC. ANOKIWAVE RETIREMENT SAVINGS PLAN | BILLERICA MA | 50 | $11.2M | $157K |
| 9 | GREEN CIRCLE GROWERS, INC. GREEN CIRCLE GROWERS, INC 401(K) RETIREMENT PLAN | OBERLIN OH | 757 | $37.1M | $108K |
| 10 | WALLCOR INC. WALLCOR 401(K) PLAN | GILBERT AZ | 1,119 | $14.5M | $91K |
