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AllocatorsPlancorporate pension1b-10b

The Hartford Retirement Plan for U.S. Employees

Allocators

Hartford, CT

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:9a2bf5b9-d8b2-4702-a9ef-7f43b65197be

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 6:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $3.4Blatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 99%
Participants: 21,269
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 24 rows folded into 8

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	5	$172M	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	8	$286M	Dec 31, 2024	Derived
Corporate debt instruments (preferred)	n/a	n/a	n/a	0	$884,000	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	56	$1.9B	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	0	$8.3M	Dec 31, 2024	Derived
Other loans	n/a	n/a	n/a	4	$131M	Dec 31, 2024	Derived
Partnership/joint venture interests	n/a	n/a	n/a	23	$778M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	2	$54.6M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Mercer (US) LLC	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Mercer	actuary	Jan 1, 2024	Dec 31, 2024	no	fact	Dol form 5500 pension
Mercer Investments LLC	General consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Buck Global, LLC	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Bank of New York Mellon	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Jpmorgan Chase Bank, N.A.	Discretionary trustee	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Mercer Investments LLC	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
J.P. Morgan Investment Management	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Blackstone Real Estate	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← The Hartford Financial Services Group, Inc.Plan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (6)

→ Buck Global, LLCInvestment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Bank of New York MellonInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Jpmorgan Chase Bank, N.A.Investment consultantDiscretionary trustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Mercer Investments LLCInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ MercerInvestment consultantactuary
Jan 1, 2024 to Dec 31, 2024factForm 5500
→ Mercer (US) LLCInvestment consultantactuary
Jan 1, 2024 to Dec 31, 2024factForm 5500

Manages for (2)

← Blackstone Real EstateManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← J.P. Morgan Investment ManagementInvestment consultantInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Manager relationship ended
J.P. Morgan Imvestment Management no longer appears on The Hartford Retirement Plan for U.S. Employees's Schedule C as investment manager (plan year 2024 vs 2023)
J.P. Morgan Investment Management Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Jpmorgan Chase Bank, N.A. no longer appears on The Hartford Retirement Plan for U.S. Employees's Schedule C as investment manager (plan year 2023 vs 2022)
Jpmorgan Chase Bank, N.A.Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Consultant changed
Buck Global, LLC no longer appears on The Hartford Retirement Plan for U.S. Employees's Schedule C as pension consultant (plan year 2023 vs 2022)
Buck Global, LLC Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship started
J.P. Morgan Imvestment Management appears on The Hartford Retirement Plan for U.S. Employees's Schedule C as investment manager (plan year 2023 vs 2022)
J.P. Morgan Investment Management Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Blackstone Real Estate no longer appears on The Hartford Retirement Plan for U.S. Employees's Schedule C as investment manager (plan year 2023 vs 2022)
Blackstone Real Estate Form 5500observed 3 days ago

Show 2 bookkeeping events

Occurred
Jan 1, 2023
The Hartford Retirement Plan for U.S. Employees funded ratio 110.7% -> 99.8% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
The Hartford Retirement Plan for U.S. Employees plan assets $4.5B -> $3.5B (-21.4%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:9a2bf5b9-d8b2-4702-a9ef-7f43b65197be
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

The Hartford Retirement Plan for U.S. Employees

Allocators

Hartford, CT

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:9a2bf5b9-d8b2-4702-a9ef-7f43b65197be

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$172M

Dec 31, 2024

Derived

U.S. Government securities

n/a

$286M

Dec 31, 2024

Derived

Corporate debt instruments (preferred)

n/a

$884,000

Dec 31, 2024

Derived

Corporate debt instruments (other)

n/a

$1.9B

Dec 31, 2024

Derived

Other investments

n/a

$8.3M

Dec 31, 2024

Derived

Other loans

n/a

$131M

Dec 31, 2024

Derived

Partnership/joint venture interests

n/a

$778M

Dec 31, 2024

Derived

Common stock

n/a

$54.6M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Mercer (US) LLC

actuary

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Mercer

actuary

Jan 1, 2024

Dec 31, 2024

fact

Dol form 5500 pension

Mercer Investments LLC

General consultant

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Buck Global, LLC

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Bank of New York Mellon

custodian

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Jpmorgan Chase Bank, N.A.

Discretionary trustee

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Mercer Investments LLC

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

J.P. Morgan Investment Management

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Blackstone Real Estate

Investment management

Jan 1, 2022

Dec 31, 2022

fact