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 Institutional Fund ** in their Schedule of Assets, totaling $2.2M 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 | RUDIN MANAGEMENT CO., INC. RUDIN MANAGEMENT CO., INC. 401(K) PLAN | NEW YORK NY | 186 | $45.9M | $969K |
| 2 | HYDE GROUP, INC. THE HYDE GROUP EMPLOYEE PROFIT SHARING AND 401(K) PLAN | SOUTHBRIDGE MA | 166 | $24.8M | $560K |
| 3 | WORLD TRAVEL HOLDINGS, INC. WORLD TRAVEL HOLDINGS, INC. 401(K) SAVINGS PLAN |
WAKEFIELD MA |
| 1,186 |
| $77.4M |
| $358K |
| 4 | GVC MORTGAGE INC. GVC MORTGAGE 401(K) PLAN | PENDLETON IN | 282 | $16.0M | $352K |
