Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Harding Loevner International Equity Institutional Class Mutual fund in their Schedule of Assets, totaling $20.0M 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 | PERATON CORP. PERATON CORP. RETIREMENT SAVINGS PLAN | RESTON VA | 18,345 | $2.5B | $14.5M |
| 2 | MACQUARIE MANAGEMENT HOLDINGS, INC. MACQUARIE MANAGEMENT HOLDINGS, INC. EMPLOYEES' SAVINGS AND 401(K) PLAN | NEW YORK NY | 603 | $413.6M | $5.4M |
| 3 | SOUTH SHORE BANK SOUTH SHORE BANK 401(K) PLAN |
SOUTH WEYMOUTH MA |
| 238 |
| $38.8M |
| $94K |
