Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Harbor Small Cap Growth Fund Institutional Class Mutual Fund in their Schedule of Assets, totaling $2.7M 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 | BLACK RIVER HEALTH, INC. BLACK RIVER MEMORIAL HOSPITAL RETIREMENT SAVINGS PLAN | BLACK RIVER FALLS WI | 310 | $37.8M | $1.2M |
| 2 | OAKLEAF SURGICAL HOSPITAL LLC OAKLEAF SURGICAL HOSPITAL LLC PROFIT SHARING PLAN | ALTOONA WI | 399 | $24.6M | $738K |
| 3 | SIMKO SUPPORT CENTER LLC |
EAU CLAIRE WI |
| 408 |
| $20.3M |
| $703K |
