Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Harbor Cap App Inst in their Schedule of Assets, totaling $6.8M 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 | FINCH PAPER LLC THE 401(K) PLAN FOR HOURLY EMPLOYEES OF FINCH PAPER LLC | GLENS FALLS NY | 420 | $28.9M | $4.6M |
| 2 | BOUSQUET HOLSTEIN PLLC BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | SYRACUSE NY | 125 | $28.4M | $1.3M |
| 3 | THIRTY-ONE GIFTS, LLC |
MEDINA OH |
| 115 |
| $12.1M |
| $863K |
| 4 | FMR LLC FIDELITY RETIREMENT SAVINGS PLAN | BOSTON MA | 68,838 | $34.2B | $61K |
| 5 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $15K |
