Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Harbor Mid Cap Value Fund Institutional Class Mutual Fund - in their Schedule of Assets, totaling $1.5M 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 | WORLD GROUP LLC THE WORLD GROUP SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 876 | $75.1M | $826K |
| 2 | WORLD SHIPPING, INC. THE WORLD GROUP SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 967 | $46.6M | $485K |
| 3 | MATHESON TRUCKING, INC. MATHESON TRUCKING, INC. 401(K) PLAN |
SACRAMENTO CA |
| 1,035 |
| $28.2M |
| $165K |
