Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Select Harris Focused Value - R4 in their Schedule of Assets, totaling $2.9M 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 | JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL EMPLOYEES' PENSION PLAN | ST. MARYS OH | — | $41.8M | $1.6M |
| 2 | JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL DEFERRED ANNUITY PLAN | ST. MARYS OH | — | $34.1M | $1.3M |