Hartford Retirement Plan

Hartford Retirement Plan

The Hartford Retirement Plan was established in 1961 as the defined benefit pension for employees of The Hartford Financial Services Group. The plan operates under the sponsoring employer relationship with the insurance company and holds assets through The Hartford Retirement Plan Trust for U.S. Employees. Investment activity spans public equities, senior notes and private equity. Confirmed holdings include positions in Lincoln Electric Holdings senior notes and limited partner commitments to Apollo Global Management, RockBridge Capital, Revelstoke Capital Partners, Foundation Capital and Monomoy Capital Partners. Geographic exposure centers on the United States with additional holdings in European equities such as FinecoBank. The plan reports $3.5B in assets. Service providers include State Street Bank as trustee, Wellington Management and Hartford Investment Management Company as advisors, and Deloitte & Touche as auditor. No operational events specific to the plan were recorded in the last 24 months. The plan functions as a captive vehicle tied directly to its corporate sponsor, with investment decisions executed through internal and external managers under the parent company's oversight structure.