Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The Hartford Balanced Income R4 in their Schedule of Assets, totaling $588K 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 | TRIAD ENGINEERING, INC. TRIAD ENGINEERING, INC. 401(K) PLAN | SCOTT DEPOT WV | 180 | $14.5M | $588K |