Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Harbor Small Cap Growth in their Schedule of Assets, totaling $2.3M 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 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $1.5M |
| 2 | MASTERCRAFT INDUSTRIES, INC. MASTERCRAFT INDUSTRIES, INC. 401(K) PLAN | RICE LAKE WI | 151 | $10.8M | $634K |
| 3 | DIVERSIFIED MANAGEMENT GROUP, INC. |
EAU CLAIRE WI |
| 250 |
| $4.2M |
| $86K |
| 4 | EAGLE CREEK SOFTWARE SERVICES, INC. EAGLE CREEK SOFTWARE SERVICES 401(K) PLAN | EDEN PRAIRIE MN | 247 | $19.8M | $65K |