Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding HTFD BALANCED INCOME R6 in their Schedule of Assets, totaling $15.5M 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 | BRITISH SCHOOL OF AMERICA BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU | MIAMI FL | 925 | $31.1M | $3.4M |
| 2 | OVERLAND WEST, INC. OVERLAND WEST, INC. 401(K) PROFIT SHARING PLAN | OGDEN UT | 245 | $36.6M | $3.3M |
| 3 | MIELE, INC. MIELE, INC. 401(K) PLAN |
PRINCETON NJ |
| 389 |
| $52.7M |
| $2.4M |
| 4 | BANK INDEPENDENT INC BANK INDEPENDENT 401(K) PROFIT SHARING PLAN | SHEFFIELD AL | 573 | $45.9M | $2.2M |
| 5 | PAI HOLDINGS, LLC DBA PHARMACEUT PAI HOLDINGS, LLC 401(K) PLAN | GREENVILLE SC | 626 | $32.4M | $1.5M |
| 6 | MARYLAND TREATMENT CENTERS, INC. MARYLAND TREATMENT CENTERS, INC 401(K) PLAN | BALTIMORE MD | 390 | $6.9M | $986K |
| 7 | SEBIA, INC. SEBIA, INC 401(K) PLAN | NORCROSS GA | 193 | $28.6M | $575K |
| 8 | GLS INDUSTRIES, INC. GLS INDUSTRIES, INC. 401(K) PLAN | ROCHESTER MN | 106 | $12.8M | $329K |
| 9 | CHARLES MATOIAN ENTERPRISES, INC CHARLES MATOIAN ENTERPRISES, INC. DBA OK PRODUCE 401(K) | FRESNO CA | 206 | $25.8M | $276K |
| 10 | VIKING HOLDING COMPANY, LLC VIKING HOLDING COMPANY, LLC 401(K) PLAN | MIAMI FL | 956 | $47.8M | $199K |
