Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Harbor Core Plus Institutional Mutual Fund in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRILEX INDUSTRIES, INC. THE BRILEX GROUP 401(K)PLAN | YOUNGSTOWN OH | 243 | $27.8M | $775K |
| 2 | KIPP NYC, LLC KIPP NYC 403(B) RETIREMENT PLAN | NEW YORK NY | 1,306 | $94.6M | $247K |