Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Hrtfrd Balanced Income Fund R6 Registered Investment Company in their Schedule of Assets, totaling $292K 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 | GASTRO CARE PARTNERS MANAGEMENT COMPANY, LLC GASTRO CARE PARTNERS 401(K) PLAN | GREENWOOD VILLAGE CO | 190 | $11.2M | $278K |
| 2 | CLINILABS, INC. CLINILABS, INC. 401(K) PLAN | EATONTOWN NJ | 203 | $8.4M | $9K |
| 3 | OPTUS INC OPTUS RETIREMENT INVESTMENT PLAN |
JONESBORO AR |
| 77 |
| $7.6M |
| $6K |
