Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding HARBOR SCG RET Registered Investment Company in their Schedule of Assets, totaling $38.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN | COSTA MESA CA | 6,165 | $1.7B | $37.6M |
| 2 | STE. MICHELLE WINE ESTATES, LLC STE. MICHELLE WINE ESTATES LLC 401(K) PLAN | WOODINVILLE WA | 727 | $51.2M | $866K |
