About Harding Loevner LP
<p>Founded in 1989, Harding Loevner LP focuses on global quality-growth equity investing through active portfolio management.</p> <p>Headquartered in Bridgewater, New Jersey in the New York–New Jersey metro area, the firm runs investment strategies across Global Equities, Emerging Markets Equities, and International Equities. As a registered investment advisor, it works with retirement plan sponsors and other institutions that use separate accounts and pooled vehicles.</p> <p>Harding Loevner offers 3(21) fiduciary investment advice and supports several investment wrappers, including Separately Managed Accounts, US mutual funds under the Harding Loevner Funds lineup, UCITS funds, Collective Investment Trusts, and sponsored programs. As of 2026, the firm reports $40.0B in assets under management.</p> <p>A differentiator is its emphasis on deep industry research as the basis for global equity stock selection across regions and markets.</p> <ul> <li>Investment advisor with 3(21) fiduciary services for plan sponsors</li> <li>Active equity strategies: Global, International, and Emerging Markets</li> <li>Vehicles: SMAs, US mutual funds (Harding Loevner Funds), UCITS, CITs</li> <li>Based in Bridgewater, NJ, serving clients across the broader NYC–NJ region and beyond</li> </ul>
Website: https://www.hardingloevner.com/
Founded: 1989
Office Locations
- Bridgewater, NJ (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $40.0B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND | BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND, NY | $16.1B | 115,036 |
| THE GOLDMAN SACHS 401(K) PLAN | THE GOLDMAN SACHS GROUP, INC., NY | $12.8B | 23,891 |
| SHEET METAL WORKERS' NATIONAL PENSION FUND | BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND, VA | $8.3B | 66,166 |
| THE BANK OF NEW YORK MELLON CORPORATION PENSION PLAN | THE BANK OF NEW YORK MELLON, PA | $5.2B | 5,336 |
| NORTHWELL HEALTH PENSION PLAN | NORTHWELL HEALTH, INC., NY | $2.7B | 26,078 |
| 401(k) Retirement Plan | Healthcare Sponsor, MN | $1.4B | 1,442 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MD | $717M | 721 |
| 401(k) Retirement Plan | Professional Services Sponsor, NY | $613M | 2,162 |
| 401(k) Retirement Plan | Technology Sponsor, VA | $397M | 995 |
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