# Hartford Retirement Plan

Hartford Retirement Plan is a Pension Fund based in Hartford, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Hartford, United States
- **Region:** North America
- **Address:** One Hartford Plaza T-1-173, Hartford, CT 06155, United States
- **Founded:** 1961
- **Assets under management:** 3.5B (Altss estimate)
- **Website:** www.thehartford.com
- **LinkedIn:** https://www.linkedin.com/company/the-hartford

## About

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, limited partner commitments to Apollo Global Management, 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.

## Sectors

- Financial Services
- Insurance

## Questions

### What asset classes does the plan allocate to?

The plan holds public equities, senior notes and private equity commitments.

### Does the plan invest in the parent company's stock?

Yes. The plan maintains a dedicated Stock Fund for investment in The Hartford Financial Services Group common stock.

### Which private equity managers receive commitments from the plan?

Commitments include Apollo Global Management, RockBridge Capital, Revelstoke Capital Partners, Foundation Capital and Monomoy Capital Partners.

### What is the plan's geographic focus?

Primary exposure is in the United States with additional positions in European equities.

## Related profiles

- [Metal Industries Benefit Funds Administrators](https://altss.com/profile/metal-industries-benefit-funds-administrators-mibfa)
- [Kommunaler Versorgungsbund Baden-Württemberg](https://altss.com/profile/kommunaler-versorgungsbund-baden-w-rttemberg)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/hartford-retirement-plan

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology