Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Harbor Small Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $70.5M 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 | PACIFIC LIFE INSURANCE COMPANY PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN | NEWPORT BEACH CA | 3,436 | $1.8B | $64.5M |
| 2 | AWS/GB CORPORATION BAY FAMILY OF COMPANIES 401K PLAN | GREEN BAY WI | 841 | $80.1M | $2.0M |
| 3 | AVIATION CAPITAL GROUP LLC AVIATION CAPITAL GROUP 401(K) PLAN |
NEWPORT BEACH CA |
| 92 |
| $65.7M |
| $1.3M |
| 4 | BEL-PARK ANESTHESIA ASSOCIATES, INC. BEL-PARK ANESTHESIA ASSOCIATES RETIREMENT SAVINGS PLAN | CANFIELD OH | 105 | $57.3M | $1.3M |
| 5 | ADIRONDACK BANK ADIRONDACK BANK 401(K) PLAN | UTICA NY | 191 | $16.0M | $444K |
| 6 | MAIN STREET CHECKS, INC. MAIN STREET 401(K) PLAN | BIRMINGHAM AL | 146 | $6.9M | $375K |
| 7 | RMG INVESTMENT GROUP, LLC RESERVE MANAGEMENT GROUP 401(K) PLAN | STOW OH | 284 | $22.9M | $222K |
| 8 | FORT WORTH COUNTRY DAY SCHOOL FORT WORTH COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FORT WORTH TX | 217 | $43.2M | $212K |
| 9 | C. OVERAA & CO. C. OVERAA & CO. PROFIT SHARING 401(K) PLAN | RICHMOND CA | 159 | $54.1M | $60K |
| 10 | SKYBOUND, LLC SKYBOUND 401(K) PLAN | LOS ANGELES CA | 124 | $6.4M | $15K |
