Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Harbor Capital App Ret Fund in their Schedule of Assets, totaling $15.6M 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 | BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLA PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLAN | OMAHA NE | 531 | $39.4M | $9.9M |
| 2 | DOT HOLDINGS CO DOT HOLDINGS CO 401(K) AND PROFIT SHARING PLAN | CHESTERFIELD MO | 7,017 | $673.8M | $5.5M |
| 3 | JAMESTOWN S'KLALLAM TRIBE |
SEQUIM WA |
| 423 |
| $34.5M |
| $89K |
| 4 | EVOLVE VACATION RENTAL NETWORK, INC. EVOLVE VACATION RENTAL 401(K) PLAN | DENVER CO | 645 | $29.7M | $82K |
| 5 | THE RABBI HARRY H. EPSTEIN SCHOOL, INC. THE EPSTEIN SCHOOL RETIREMENT PLAN | ATLANTA GA | 164 | $20.8M | $39K |
