Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Harbour Investments Harbour Small Cap Value Retirement in their Schedule of Assets, totaling $192K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PREMIER TECH INC. PREMIER TECH 401(K) | WOODS CROSS UT | 352 | $23.5M | $192K |
