Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 56 retirement plans report an interest in this investment, totaling $2.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Harbor MID CAP Value Fund, Harbor MID CAP Value. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GARGIULO, INC. GARGIULO, INC. SAVINGS AND INVESTMENT PLAN | NAPLES FL | 320 | $7.3M | $432K |
| 2 | HAWKSOFT, INC. HAWKSOFT 401(K) PLAN | CANBY OR | 157 | $10.2M | $349K |
| 3 | PLASTIC SURGICAL ARTS, P.C. PLASTIC SURGICAL ARTS, P. C. 401(K) PROFIT SHARING PLAN | LINCOLN NE | 8 | — | $336K |
| 4 | GLANTZ HOLDINGS, INC. GLANTZ HOLDINGS, INC. 401(K) PROFIT SHARING AND SAVINGS PLAN | LOUISVILLE KY | 294 | $15.1M | $241K |
| 5 | DAN PILSON AUTO CENTER, INC. DAN PILSON AUTO CENTER, INC. 401(K) PLAN | MATTOON IL | 160 | $8.9M | $220K |
| 6 | THE FUNK COMPANIES THE FUNK COMPANIES 401(K) PLAN | OKLAHOMA CITY OK | 229 | $18.7M | $176K |
| 7 | 4 OVER INTERNATIONAL, LLC 4 OVER 401(K) PLAN | GLENDALE CA | 999 | $31.2M | $140K |
| 8 | MEL HAMBELTON FORD, INC. MEL HAMBELTON GROUP 401(K) SAVINGS PLAN | WICHITA KS | 210 | $8.9M | $139K |
| 9 | BIG NIGHT ENTERTAINMENT GROUP, INC. BNEG, INC. 401(K) PLAN | MASHANTUCKET CT | 612 | $4.9M | $83K |
| 10 | KADLEC MOTORS, INC. TOM KADLEC & AFFILIATES 401(K) PROFIT SHARING PLAN | ROCHESTER MN | 166 | $5.7M | $83K |
