Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Harding Loevner in their Schedule of Assets, totaling $138.1M 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 | BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOIS CARPENTERS PENSION FUND OF ILLINOIS | DOWNERS GROVE IL | 5,031 | $2.3B | $113.7M |
| 2 | ENGINEERS AGC PENSION ENGINEERS AGC PENSION PLAN OF THE INLAND EMPIRE | SEATTLE WA | 977 | $214.9M | $14.0M |
| 3 | AMERICAN DENTAL ASSOCIATION |
CHICAGO IL |
| 342 |
| $174.4M |
| $8.6M |
| 4 | BEN HILL GRIFFIN INC BEN HILL GRIFFIN, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST AGREEMENT | FROSTPROOF FL | 128 | $34.3M | $1.2M |
| 5 | ATKINS & PEARCE, INC. ATKINS & PEARCE RETIREMENT PLAN | COVINGTON KY | 73 | $11.9M | $231K |
| 6 | MEDMIX US HOLDING INC. MEDMIX RETIREMENT SAVINGS PLAN | SALEM NH | 183 | $17.6M | $226K |
| 7 | CITADEL COMPLETIONS LLC CITADEL COMPLETIONS 401(K) PLAN | LAKE CHARLES LA | 194 | $7.3M | $42K |
| 8 | POWER FINANCIAL CREDIT UNION POWER FINANCIAL CREDIT UNION 401(K) PLAN | PEMBROKE PINES FL | 148 | $17.8M | $20 |
