Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Harding Loevner International Equity Portfolio in their Schedule of Assets, totaling $22.3M 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 | NISOURCE INC. NISOURCE POST-65 RETIREE MEDICAL PLAN | MERRILLVILLE IN | 0 | $126.6M | $8.6M |
| 2 | NISOURCE INC. NISOURCE LIFE AND MEDICAL BENEFITS PROGRAM | MERRILLVILLE IN | 7,725 | $154.7M | $7.0M |
| 3 | TOMPKINS FINANCIAL CORPORATION TOMPKINS FINANCIAL CORPORATION RETIREMENT PLAN |
ITHACA NY |
| 203 |
| $88.3M |
| $2.3M |
| 4 | HOLLISTER-WHITNEY ELEVATOR CO. LLC PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES | QUINCY IL | 177 | $11.0M | $864K |
| 5 | THE RAND CORPORATION THE RAND CORPORATION 403(B) SAVINGS PLAN | SANTA MONICA CA | 2,077 | $602.0M | $780K |
| 6 | CENTROID SYSTEMS, LLC CENTROID SYSTEMS, LLC 401(K) PLAN | TROY MI | 137 | $27.6M | $740K |
| 7 | AAA CLUB ALLIANCE INC. AAA CLUB ALLIANCE INC. 401(K) RETIREMENT SAVINGS PLAN | WILMINGTON DE | 5,447 | $562.4M | $713K |
| 8 | W&W-AFCO STEEL LLC HIRSCHFELD HOLDINGS, LP EMPLOYEE SAVINGS PLAN | OKLAHOMA CITY OK | 738 | $39.5M | $542K |
| 9 | W&W-AFCO STEEL LLC W&W STEEL 401(K) SAVINGS PLAN | OKLAHOMA CITY OK | 765 | $50.7M | $451K |
| 10 | W&W-AFCO STEEL LLC AFCO STEEL 401(K) SAVINGS PLAN | OKLAHOMA CITY OK | 654 | $62.2M | $399K |
