Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Harbor Mid Cap Value Fund Mutual Fund - in their Schedule of Assets, totaling $1.2M 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 | JOHN PAUL MITCHELL SYSTEMS JOHN PAUL MITCHELL SYSTEMS 401(K) & PROFIT SHARING PLAN | SANTA CLARITA CA | 332 | $62.7M | $609K |
| 2 | EP WEALTH ADVISORS ADMIN, LLC EP WEALTH ADVISORS ADMIN, LLC 401(K) PLAN | TORRANCE CA | 461 | $60.8M | $336K |
| 3 | C. OVERAA & CO. C. OVERAA & CO. PROFIT SHARING 401(K) PLAN |
RICHMOND CA |
| 159 |
| $54.1M |
| $169K |
| 4 | CURION, LLC CURION, LLC 401(K) PLAN | DEERFIELD IL | 296 | $12.6M | $43K |
| 5 | PROGRESSIVE MEDICAL ENTERPRISE LLC PROGRESSIVE HEALTH SYSTEMS, INC. 401(K) PLAN | OXFORD MS | 331 | $3.7M | $27K |
