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Original filing (PDF)20251013112445NAL0001206129001
HARDING LOEVNER LP
Form 5500
FILING_RECEIVED
HARDING LOEVNER PROFIT SHARING THRIFT PLAN
Pooled investment trust — a fund that other plans invest in — not a participant plan
Active participants
116
Accounts w/ balance
140
Plan assets (EOY)
$62.0M
Net assets (EOY)
$62.0M
How this plan invests
Participating plans
invest in this fund
This trust
pooled vehicle
26 securities
Schedule of Assets
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Pooled assets (EOY)
$62.0M
Net assets (EOY)
$62.0M
Participating plans
0
latest filings citing this trust
Cited interest
$0
across citing plans' latest filings
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARDING LOEVNER LP.
Plan sponsor
Name
HARDING LOEVNER LP
EIN
27-0684167
Address
400 CROSSING BOULEVARD · FOURTH FLOOR · BRIDGEWATER, NJ · 08807
Phone
(908) 218-7900
Industry
Finance & Insurancesee all
Plan administrator
Name
HARDING LOEVNER LP
EIN
27-0684167
City
BRIDGEWATER, NJ
Phone
(908) 218-7900
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS, SHUMAN CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 82-3719843 | — | RECORD KEEPER | $9K | — |
Investments
26 direct securities· $60.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Registered Investment Companies - | — | — | — | $13.0M | 20.9% | |
| Harding Loevner Global Equity Institutional Registered Investment Companies - | — | — | — | $7.7M | 12.5% | |
| Harding Loevner International Equity Institutional Registered Investment Companies - | — | — | — | $5.9M | 9.5% | |
| Vanguard Cash Reserve Federal Money Market Registered Investment Companies - | — | — | — | $4.2M | 6.7% | |
| Harding Loevner Institutional Emerging Markets Registered Investment Companies - | — | — | — | $3.5M | 5.7% | |
| Vanguard US Growth Registered Investment Companies - | — | — | — | $3.3M | 5.4% | |
| Harding Loevner Small Coms Institutional Registered Investment Companies - | — | — | — | $2.8M | 4.6% | |
| Vanguard Value Registered Investment Companies - | — | — | — | $2.7M | 4.4% | |
| Vanguard Small-Cap Index Registered Investment Companies - | — | — | — | $2.7M | 4.4% | |
| Harding Loevner Frontier Emerging Markets Registered Investment Companies - | — | — | — | $2.5M | 4.1% | |
| Vanguard High-Yield Corporate Registered Investment Companies - | — | — | — | $2.2M | 3.5% | |
| Vanguard STAR Registered Investment Companies - | — | — | — | $1.3M | 2.1% | |
| Vanguard Total Bond Market Index Registered Investment Companies - | — | — | — | $1.3M | 2.1% | |
| Vanguard International Value Registered Investment Companies - | — | — | — | $906K | 1.5% | |
| Vanguard Global Equity Registered Investment Companies - | — | — | — | $857K | 1.4% | |
| Vanguard Short-Term Treasury Registered Investment Companies - | — | — | — | $792K | 1.3% | |
| Vanguard Explorer Registered Investment Companies - | — | — | — | $784K | 1.3% | |
| Vanguard Real Estate Registered Investment Companies - | — | — | — | $768K | 1.2% | |
| Vanguard Inflation-Protected Securities Registered Investment Companies - | — | — | — | $756K | 1.2% | |
| Vanguard Energy Registered Investment Companies - | — | — | — | $733K | 1.2% | |
| Vanguard International Explorer Registered Investment Companies - | — | — | — | $712K | 1.1% | |
| Cash - | — | — | — | $513K | 0.8% | |
| Vanguard Emerging Markets Stock Index Admiral Registered Investment Companies - | — | — | — | $488K | 0.8% | |
| Vanguard Trustees Equity Commodity Strategy Registered Investment Companies - | — | — | — | $265K | 0.4% | |
| Participant Loans Various Maturities - | — | — | — | $103K | 0.2% | |
| PIMCO All Assets All Authority Registered Investment Companies - | — | — | — | $45K | <0.1% |
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