Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Harbor Capital App Retirement in their Schedule of Assets, totaling $31.4M 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 | ASPEN DENTAL MANAGEMENT, INC. ASPEN DENTAL 401(K) PLAN | EAST SYRACUSE NY | 20,569 | $327.0M | $28.2M |
| 2 | TROY PRACTICE MANAGEMENT, LLC DBA PINNACLE GI PARTNERS PINNACLE GI PARTNERS EMPLOYEES' 401(K) PLAN | ROCHESTER HILLS MI | 306 | $35.7M | $1.2M |
| 3 | ALLEGIANCE TRUCKS NORTH AMERICA, LLC |
BRIDGEPORT CT |
| 1,022 |
| $39.4M |
| $1.0M |
| 4 | GUERNSEY HEALTH SYSTEMS GUERNSEY HEALTH SYSTEMS 403(B) SAVINGS PLAN | CAMBRIDGE OH | 685 | $29.6M | $603K |
| 5 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $286K |