Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Hartford total Return Bond R6 in their Schedule of Assets, totaling $33.7M 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 | TRIHEALTH, INC. TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 12,897 | $1.4B | $25.8M |
| 2 | BOYS & GIRLS CLUBS OF AMERICA NATIONAL BOYS & GIRLS CLUBS OF AMERICA NATIONAL 401(K) PLAN | ATLANTA GA | 556 | $104.8M | $3.1M |
| 3 | COMMUNITY FIRST CREDIT UNION |
APPLETON WI |
| 474 |
| $97.9M |
| $2.9M |
| 4 | MCLAUGHLIN RESEARCH CORPORATION MCLAUGHLIN EMPLOYEES PROFIT SHARING PLAN | MIDDLETOWN RI | 496 | $68.3M | $1.1M |
| 5 | KOHLER CREDIT UNION KOHLER CREDIT UNION DEFINED BENEFIT PLAN | SHEBOYGAN WI | 99 | $15.9M | $581K |
| 6 | NEXAMP, INC. NEXAMP, INC. 401(K) PLAN | BOSTON MA | 472 | $31.7M | $185K |
| 7 | LONG BEVERAGE, INC. LONG BEVERAGE, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 309 | $7.7M | $64K |
| 8 | REVEL IT, INC. REVEL IT, INC. 401(K) PROFIT SHARING PLAN | DUBLIN OH | 117 | $5.5M | $57K |
| 9 | FAST SWITCH, LTD. FAST SWITCH 401(K) PLAN | MARSHFIELD MA | 16 | $5.2M | $25K |
