Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Harbor Funds Small Cap Value Fund Retirement Class in their Schedule of Assets, totaling $698K 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 | ODYSSEY LOGISTICS & TECHNOLOGY CORPORATION ODYSSEY LOGISTICS & TECHNOLOGY CORPORATION 401(K) PLAN | DANBURY CT | 1,407 | $83.0M | $692K |
| 2 | EDFINANCIAL SERVICES, LLC EDFINANCIAL SERVICES, LLC 401(K) PLAN | KNOXVILLE TN | 1,385 | $29.4M | $6K |