Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Harbor Small Cap Value Ret Harbor 0 in their Schedule of Assets, totaling $222K 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 | PATRIOT BUICK PONTIAC GMC, INC. PATRIOT BUICK PONTIAC GMC SALARY DEFERRAL 401(K) & PROFIT SHARING PLAN | BOYERTOWN PA | 171 | $6.9M | $127K |
| 2 | LEGACY ADVANCEMENT LEGACY EARLY COLLEGE 401(K) PLAN | GREENVILLE SC | 243 | $7.1M | $66K |
| 3 | HAWLEY, LLC HAWLEY, LLC 401(K) PLAN 001 |
LEXINGTON SC |
| 50 |
| $3.6M |
| $29K |
