Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Hartford Balanced Income Fund in their Schedule of Assets, totaling $831K 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 | HEREFORD INSURANCE COMPANY HEREFORD INSURANCE COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | LONG ISLAND CITY NY | 241 | $15.6M | $473K |
| 2 | XP POWER LLC XP POWER LLC RETIREMENT SAVINGS PLAN | SUNNYVALE CA | 489 | $41.3M | $272K |
| 3 | MUSCULOSKELETAL INSTITUTE OF LOUISIANA, |
SHREVEPORT LA |
| 94 |
| $34.4M |
| $87K |
