Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Harding Loe Intl Eq Por Inst Z Mutual Fund in their Schedule of Assets, totaling $2.5M 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 | SRI INTERNATIONAL SRI INTERNATIONAL BASIC RETIREMENT PLAN | MENLO PARK CA | 1,243 | $887.1M | $2.4M |
| 2 | SRI INTERNATIONAL SRI INTERNATIONAL 401(K) PLAN | MENLO PARK CA | 331 | $26.5M | $90K |
| 3 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN |
ROSS CA |
| 102 |
| $40.7M |
| $57K |
