Hartford
The Hartford Capital Appreciation Fund Class R5
Ticker ITHTX · Mutual fund · Share class: Class R5
Matched by tickerAll Hartford Funds fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
6
2 with $250K or more
Dollars held
$2.8M
69,856 of 69,862 plans with fund lines hold none
Median per plan
$190K
Share of their fund dollars
1.4%
Other share classes of this fund
8 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R5 (this page)ITHTX | Low cost | 6 | $2.8M |
| THE Hartford Capital Appreciation Fund Class R6ITHVX | Not stated | 4 | $2.2M |
| Class AITHAX | Retail / revenue sharing | 2 | $1.8M |
| Class AITHSX | Retail / revenue sharing | 3 | $268K |
| Class YHCAYX | Mid cost | 1 | $172K |
| Class R3ITHRX | Retail / revenue sharing | 2 | $1K |
Plans that added or dropped it from 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold The Hartford Capital Appreciation Fund Class R5
The largest 10 plans in each list.
| Anesthesiology Consultants Exchange, P.C. PS Plan$133M plan · Anesthesiology Consultants Exchange, P.C., TN · Newport Group | $1.4M |
| Solid Ground Washington Profit Sharing Retirement Plan$15.0M plan · Solid Ground Washington, WA · Northwest Plan Services | $976K |
| Parker University 403(b) DC Plan$38.1M plan · Parker University, TX · Empower | $190K |
| Indianhead Foodservice Distributor 401(k) Profit Sharing Plan$10.4M plan · Indianhead Foodservice Distributor, Inc., WI · Empower | $182K |
| Pinewood Preparatory School 403(b) Plan$5.4M plan · Pinewood Preparatory School, SC · Lincoln Financial | $207 |
| Sunny Glen Children's Home 403(b) Plan$4.5M plan · Sunny Glen Children's Home, TX · OneAmerica | $156 |
Plans whose filed schedule lists The Hartford Capital Appreciation Fund Class R5.
How the filings spell it
Show 1 name seen in the filings
- Hartford Capital Appreciation R5