Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Hartford Total Return Bond R6 Mutual fund in their Schedule of Assets, totaling $4.1M 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 | ONEX TSG INTERMEDIATE CORP. SCP HEALTH 401(K) PLAN | LAFAYETTE LA | 3,605 | $298.5M | $875K |
| 2 | MORRIS & GARRITANO INSURANCE AGENCY, INC. MORRIS & GARRITANO INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 134 | $17.3M | $872K |
| 3 | THE GATEWAY ENGINEERS, INC |
PITTSBURGH PA |
| 220 |
| $45.7M |
| $705K |
| 4 | EVANS GENERAL CONTRACTORS, LLC EVANS GENERAL CONTRACTORS, LLC 401(K) PLAN | ALPHARETTA GA | 408 | $32.8M | $625K |
| 5 | DRIASI DIRECT RESPONSE INSURANCE ADMINISTRATIVE SERVICES, INC. PROFIT SHARING 401K PLAN & TRUST | CHANHASSEN MN | 98 | $17.0M | $482K |
| 6 | CURTIS MARUYASU AMERICA INC. CURTIS MARUYASU AMERICA, INC. 401(K) SAVINGS PLAN | LEBANON KY | 482 | $32.3M | $378K |
| 7 | BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA 401K PLAN | PORTAGE IN | 247 | $4.8M | $179K |
| 8 | MESH LOGISTICS, INC. MESH LOGISTICS, INC. RETIREMENT PLAN | RANCHO DOMINGUEZ CA | 191 | $1.7M | $21K |
| 9 | EXHIBITUS, INC. EXHIBITUS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TUCKER GA | 116 | $7.6M | $7K |
| 10 | THE BRIAR TEAM, LLC THE BRIAR TEAM, LLC 401(K) PROFIT SHARING PLAN | SANFORD FL | 230 | $8.0M | $1K |
