Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Harbor Funds in their Schedule of Assets, totaling $2.6M 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 | TAMARACK MANAGEMENT INC. TAMARACK MANAGEMENT INC. PENSION PLAN | MISSOULA MT | 139 | $10.8M | $1.3M |
| 2 | NYSTROM & ASSOCIATES, LTD. NYSTROM & ASSOCIATES, LTD. 401(K) PLAN | NEW BRIGHTON MN | 1,832 | $47.9M | $913K |
| 3 | NEIGHBORS CREDIT UNION NEIGHBORS CREDIT UNION 401 (K) PLAN AND TRUST |
ST. LOUIS MO |
| 129 |
| $9.2M |
| $424K |
