Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Htfd Core Equity R6 Mutual Fund in their Schedule of Assets, totaling $10.6M 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 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 15,659 | $288.3M | $3.2M |
| 2 | QUESTOR CORP QUESTOR 401(K) PLAN | RENO NV | 49 | $23.0M | $3.2M |
| 3 | DERRICK CORPORATION DERRICK CORPORATION PROFIT SHARING PLAN | BUFFALO NY |
| 617 |
| $95.6M |
| $2.2M |
| 4 | KENDALL DEALERSHIP HOLDINGS, LLC KENDALL AUTOMOTIVE GROUP EMPLOYEES' RETIREMENT PLAN | MERIDIAN ID | 2,621 | $80.2M | $921K |
| 5 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 8,200 | $156.6M | $900K |
| 6 | LEGACY INFRASTRUCTURE GROUP LLC LEGACY INFRASTRUCTURE GROUP 401(K) PLAN | KANSAS CITY MO | 331 | $23.3M | $92K |
| 7 | SUPERIOR BOWEN ASPHALT COMPANY, L.L.C. SUPERIOR BOWEN 401(K) PLAN | KANSAS CITY MO | 359 | $18.7M | $6K |
