Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Hartford World Bond R5 in their Schedule of Assets, totaling $1.6M 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 | FREEDOM MORTGAGE CORPORATION FREEDOM MORTGAGE 401K PLAN | MT. LAUREL NJ | 3,216 | $200.3M | $1.4M |
| 2 | SIMS GROUP USA HOLDINGS CORP SIMS GROUP USA HOLDINGS CORP 401(K) PLAN | CHICAGO IL | 2,119 | $201.0M | $241K |
| 3 | HUBBELL INCORPORATED HUBBELL INCORPORATED EMPLOYEE SAVINGS AND INVESTMENT PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES |
SHELTON CT |
| 1,942 |
| $58.0M |
| $16K |