Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Harbor Small Cap Growth Retirement Class Mutual Fund in their Schedule of Assets, totaling $774K 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 | WCM INDUSTRIES, INC. WCM INDUSTRIES, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | COLORADO SPRINGS CO | 191 | $107.7M | $457K |
| 2 | LUVATA OHIO, INC. LUVATA OHIO, INC. 401(K) PLAN | DELAWARE OH | 129 | $17.8M | $317K |
