Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Harbor Small Cap Value Fund Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | MARQETA, INC. MARQETA 401(K) PLAN | OAKLAND CA | 750 | $103.7M | $823K |
| 2 | BEL-PARK ANESTHESIA ASSOCIATES, INC. BEL-PARK ANESTHESIA ASSOCIATES RETIREMENT SAVINGS PLAN | CANFIELD OH | 105 | $57.3M | $638K |
| 3 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN |
SALT LAKE CITY UT |
| 269 |
| $21.5M |
| $79K |
| 4 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 286 | $18.8M | $68K |