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 Retirement Mutual fund in their Schedule of Assets, totaling $20.3M 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 | OMNI HOTELS MANAGEMENT CORPORATION OMNI HOTELS 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 16,009 | $258.1M | $10.3M |
| 2 | KANEKA NORTH AMERICA, LLC KANEKA 401(K) PLAN | PASADENA TX | 453 | $114.2M | $3.5M |
| 3 | MITSUBISHI HEAVY INDUSTRIES AMERICA INC. MHI GROUP 401K PLAN |
HOUSTON TX |
| 797 |
| $83.3M |
| $3.3M |
| 4 | JVCKENWOOD USA CORPORATION JKUSA 401(K) PLAN | LONG BEACH CA | 146 | $64.7M | $1.5M |
| 5 | REAL FOUNDATIONS, INC. REAL FOUNDATIONS, INC. 401(K) PLAN | DALLAS TX | 122 | $31.4M | $779K |
| 6 | THE WALLICK COMPANIES, LLC THE WALLICK COMPANIES 401(K) RETIREMENT SAVINGS PLAN | NEW ALBANY OH | 772 | $23.4M | $539K |
| 7 | HENDERSON FRANKLIN STARNES & HOLT, P.A. HENDERSON, FRANKLIN, STARNES & HOLT, P.A. EMPLOYEE PROFIT SHARING PLAN | FORT MYERS FL | 132 | $41.1M | $232K |
| 8 | BANKFIRST FINANCIAL SERVICES BANKFIRST FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN | COLUMBUS MS | 441 | $43.7M | $114K |
| 9 | SPRING VENTURE GROUP, LLC SPRING VENTURE GROUP, LLC 401(K) PLAN | KANSAS CITY MO | 1,228 | $28.4M | $28K |
| 10 | OSBURN CONTRACTORS, INC. OSBURN CONTRACTORS 401(K) PLAN | PLANO TX | 1,776 | $4.8M | $13K |
