Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Hartford Strategic Income Fund Mutual fund in their Schedule of Assets, totaling $399K 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 | MOCEAN, LLC MOCEAN RETIREMENT PLAN | LOS ANGELES CA | 163 | $25.3M | $269K |
| 2 | INTEGRATED BEHAVIORAL HEALTH, INC. DBA UPRISE HEALTH UPRISE HEALTH 401(K) PLAN | IRVINE CA | 102 | $8.3M | $78K |
| 3 | SHUR-CO, LLC SHUR-CO, LLC 401(K) PLAN |
| 400 |
| $21.7M |
| $52K |
