Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Harding Loevner International Eq Instl Mutual fund in their Schedule of Assets, totaling $31.3M 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 | MAYNARD NEXSEN PC MAYNARD NEXSEN PC 401(K) MASTER TRUST | BIRMINGHAM AL | — | $419.0M | $12.2M |
| 2 | MAYNARD NEXSEN, PC MAYNARD NEXSEN, PC 401(K) PLAN & TRUST | BIRMINGHAM AL | 801 | $409.8M | $11.7M |
| 3 | DELMAR SYSTEMS, INC. DELMAR SYSTEMS, INC. PROFIT SHARING 401(K) PLAN |
BROUSSARD LA |
| 84 |
| $42.6M |
| $3.3M |
| 4 | SCHWEBEL BAKING COMPANY THE SCHWEBEL BAKING COMPANY 401K PLAN | YOUNGSTOWN OH | 1,020 | $37.1M | $2.5M |
| 5 | MAYNARD NEXSEN, PC MAYNARD NEXSEN, PC ASSOCIATES 401(K) PLAN & TRUST | BIRMINGHAM AL | 195 | $10.8M | $477K |
| 6 | LPA, INC. LPA, INC. 401(K) SAVINGS PLAN | IRVINE CA | 494 | $79.5M | $440K |
| 7 | KSS, INC. KALIBRATE 401(K) PROFIT SHARING PLAN | LIVONIA MI | 145 | $17.0M | $279K |
| 8 | SOFTWARE SPECIALISTS, INC. SOFTWARE SPECIALISTS, INC. 401(K) PLAN | CRANBERRY TOWNSHIP PA | 300 | $8.8M | $230K |
| 9 | DASH MARKETS INC. DASH MARKETS 401(K) PROFIT SHARING PLAN | BUFFALO NY | 185 | $4.5M | $99K |
| 10 | SOUTHWEST DEALER SERVICES, INC. SOUTHWEST DEALER SERVICES 401(K) PLAN | IRVINE CA | 382 | $22.9M | $12K |
