Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company Harbor Capital Appreciation Fund Institutional Class in their Schedule of Assets, totaling $12.7M 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 | BON SECOURS MERCY HEALTH, INC. BON SECOURS MERCY HEALTH RETIREMENT SAVINGS PLAN 401 | CINCINNATI OH | 3,802 | $288.3M | $8.7M |
| 2 | HEALTHSPAN PARTNERS HEALTHSPAN RETIREMENT SAVINGS PLAN 403(B) | BLUE ASH OH | 22 | $23.1M | $2.4M |
| 3 | BON SECOURS MERCY HEALTH, INC. |
BLUE ASH OH |
| 813 |
| $68.2M |
| $1.6M |
