Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Harbor Small Cap Gr Ret Fund in their Schedule of Assets, totaling $2.1M 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 | THE SECANT GROUP, LLC THE SECANT GROUP, LLC 401(K) PLAN | TELFORD PA | 205 | $35.3M | $1.7M |
| 2 | SOLESIS, LLC SOLESIS, LLC 401(K) PLAN | TELFORD PA | 240 | $11.5M | $244K |
| 3 | SUCCESS MORTGAGE PARTNERS, INC. SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN |
PLYMOUTH MI |
| 411 |
| $9.1M |
| $131K |
| 4 | TIDES MEDICAL, LLC TIDES MEDICAL, LLC 401K PLAN | LAFAYETTE LA | 106 | $4.4M | $18K |
