Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Harbor Harbor Small Cap Growth Fund (Ret) in their Schedule of Assets, totaling $213.8M 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 | INSPERITY HOLDINGS, INC. INSPERITY 401K PLAN | KINGWOOD TX | 177,974 | $9.4B | $197.1M |
| 2 | INSPERITY HOLDINGS, INC. INSPERITY CORPORATE 401K PLAN | KINGWOOD TX | 4,616 | $646.8M | $16.8M |
