Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Harbor Large Cap Value Fund Institutional Class Mutual Fund in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ARISTOTLE CAPITAL MANAGEMENT, LLC ARISTOTLE CAPITAL MANAGEMENT, LLC 401(K) PLAN | LOS ANGELES CA | 233 | $66.3M | $1.1M |
| 2 | SHUMAN PHYSICAL THERAPY ASSOCIATES, PC SHUMAN PHYSICAL THERAPY ASSOC. 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 223 | $15.0M | $1.1M |
