Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Harbor Small Cap Value Mutual Fund in their Schedule of Assets, totaling $9.9M 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 | COFFMAN ENGINEERS, INC. COFFMAN ENGINEERS, INC. SALARY DEFERRAL PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 844 | $207.1M | $5.1M |
| 2 | AHLSTROM USA INC. AHLSTROM RETIREMENT SAVINGS PLAN | WINDSOR LOCKS CT | 2,693 | $550.8M | $4.8M |
