Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Harbor Funds Harbor Small Cap Value Retirement in their Schedule of Assets, totaling $108K 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 | JM TEXAS COMPANIES, LLC EAGLE RAILCAR SERVICES RETIREMENT SAVINGS PLAN | EASTLAND TX | 1,000 | $13.0M | $75K |
| 2 | LEWIS FOOD TOWN, INC. LEWIS FOOD TOWN, INC. 401(K) PLAN | HOUSTON TX | 1,324 | $16.4M | $33K |