Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Harbor International Fund Institutional Class " in their Schedule of Assets, totaling $28.9M 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 | PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST PENSION PLAN OF THE PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST | DES MOINES IA | 1,304 | $331.0M | $28.0M |
| 2 | VISIQUATE INC. VISIQUATE INC. RETIREMENT TRUST | SANTA ROSA CA | 74 | $12.1M | $527K |
| 3 | ENERGY SERVICES OF AMERICA CORPORATION, INC. |
HUNTINGTON WV |
| 397 |
| $24.1M |
| $274K |
| 4 | COMBINED WELLNESS ACQUISITION CO. AND SUBSIDIARIES COMBINED WELLNESS 401(K) PROFIT SHARING PLAN | BRAINTREE MA | 1,019 | $30.8M | $82K |
| 5 | NORTHERN FROZEN FOODS, INC. NORTHERN FROZEN FOODS, INC. EMPLOYEES' RETIREMENT PLAN | CLEVELAND OH | 251 | $3.9M | $59K |