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 retirement 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 | JHI GROUP INC. JHI GROUP INC. INCENTIVE SAVINGS PLAN | MONROEVILLE OH | 149 | $23.2M | $661K |
| 2 | SLATTS GROUP, LLC SLATTS GROUP, LLC 401(K) RETIREMENT PLAN | CINCINNATI OH | 181 | $18.2M | $342K |
| 3 | FIRST FARMERS FINANCIAL CORP. FIRST FARMERS FINANCIAL CORP. 401K PROFIT SHARING PLAN |
CONVERSE IN |
| 351 |
| $40.2M |
| $332K |
| 4 | HOOTERS OF AMERICA, LLC HOOTERS OF AMERICA, LLC 401(K) PLAN | ATLANTA GA | 3,445 | $17.4M | $278K |
