Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Harding Loevner FDS Inc in their Schedule of Assets, totaling $40.3M 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 | TRUSTEES OF PIPE FITTERS RETIREMENT FUND LOCAL 597 PIPE FITTERS RETIREMENT FUND, LOCAL 597 | CHICAGO IL | 6,601 | $3.0B | $31.3M |
| 2 | STP NUCLEAR OPERATING COMPANY STP NUCLEAR OPERATING COMPANY RETIREMENT PLAN | WADSWORTH TX | 190 | $399.9M | $8.3M |
| 3 | PELLI CLARKE & PARTNERS |
NEW HAVEN CT |
| 50 |
| $27.2M |
| $631K |
| 4 | STP NUCLEAR OPERATING COMPANY STP NUCLEAR OPERATING COMPANY UNION RETIREE'S MEDICAL AND DENTAL BENEFITS PLAN | WADSWORTH TX | 0 | $2.7M | $123K |