Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Harbor Small Cap Value Fund " in their Schedule of Assets, totaling $5.1M 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 | SENSIBA LLP SENSIBA LLP 401(K) PLAN & TRUST | SAN RAMON CA | 387 | $47.6M | $2.4M |
| 2 | LIVESTOCK NUTRITION CENTER, LLC LIVESTOCK NUTRITION CENTER 401(K) PLAN | MEMPHIS TN | 440 | $22.5M | $793K |
| 3 | PHILADELPHIA 76ERS, L.P. PHILADELPHIA 76ERS 401(K) PLAN |
CAMDEN NJ |
| 291 |
| $26.3M |
| $590K |
| 4 | KEYSTONE MARKETING HOLDINGS, LLC KEYSTONE MARKETING HOLDINGS, LLC 401(K) PLAN | CHICAGO IL | 731 | $77.2M | $385K |
| 5 | STRATEGIC INSIGHT LTD. STRATEGIC INSIGHT, LTD 401(K) PLAN | ARLINGTON VA | 99 | $29.6M | $352K |
| 6 | TRUSTEES OF THE COLLEGE OF THE HOLY CROSS COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN | WORCESTER MA | 954 | $401.8M | $264K |
| 7 | DATAMAX, INC. DATAMAX, INC. 401(K)/PROFIT SHARING PLAN | ST LOUIS MO | 217 | $33.6M | $186K |
| 8 | VOORHEES UNIVERSITY VOORHEES COLLEGE PENSION PLAN | DENMARK SC | 11 | $4.8M | $95K |
| 9 | WATSON REALTY CORP. WATSON REALTY CORP. 401(K) PLAN | JACKSONVILLE FL | 295 | $13.9M | $3K |
