Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Harbor Cap App Ret Mutual fund in their Schedule of Assets, totaling $42.6M 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 | CROSS COUNTRY HEALTHCARE CROSS COUNTRY HEALTHCARE, INC. 401(K) PLAN | BOCA RATON FL | 19,422 | $218.3M | $23.6M |
| 2 | PACIFIC DENTAL SERVICES, LLC PACIFIC DENTAL SERVICES, LLC 401(K) PLAN | IRVINE CA | 14,564 | $565.3M | $8.8M |
| 3 | DECHRA VETERINARY PRODUCTS, LLC DECHRA VETERINARY PRODUCTS 401(K) PLAN |
OVERLAND PARK KS |
| 561 |
| $70.3M |
| $3.3M |
| 4 | CONSENSUS MEDICAL GROUP LLC CONSENSUS MEDICAL GROUP 401(K) PLAN | MARLTON NJ | 219 | $32.0M | $2.9M |
| 5 | CLEARSTEAD ADVISORS, LLC CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN | CLEVELAND OH | 263 | $35.5M | $2.2M |
| 6 | GREEN DOT PUBLIC SCHOOLS CALIFORNIA GREEN DOT PUBLIC SCHOOLS 401(K) PLAN | LOS ANGELES CA | 1,037 | $22.3M | $760K |
| 7 | BATTLE MOTORS BATTLE MOTORS | NEW PHILADELPHIA OH | 566 | $12.6M | $635K |
| 8 | INTEGRATED MILL SYSTEMS, INC. INTEGRATED MILL SYSTEMS, INC. 401(K) PLAN | WILLOUGHBY OH | 120 | $15.8M | $503K |
| 9 | ENERGY TRANSPORTATION, LLC ENERGY TRANSPORTATION, LLC 401(K) PLAN | BRIDGEPORT WV | 232 | $2.2M | $5K |
