Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Harbor Harbor Small Cap Growth Retirement in their Schedule of Assets, totaling $3.5M 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 | FB FINANCIAL CORPORATION FIRSTBANK 401(K) SAVINGS PLAN & TRUST | NASHVILLE TN | 1,429 | $111.3M | $2.2M |
| 2 | INTERNATIONAL RESCUE COMMITTEE IRC 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 3,571 | $253.2M | $907K |
| 3 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC FIRST EAGLE INVESTMENTS 401(K) PLAN |
NEW YORK NY |
| 584 |
| $216.6M |
| $358K |
| 4 | GHP GROUP, INC. GHP GROUP, INC. RETIREMENT SAVINGS PLAN & TRUST | ELK GROVE VILLAGE IL | 120 | $10.1M | $65K |