Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Harbor Capital Apprec CIT Cl R in their Schedule of Assets, totaling $14.6M 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 | KENAN ADVANTAGE GROUP, INC. THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN | NORTH CANTON OH | 6,717 | $277.9M | $8.4M |
| 2 | HOAR HOLDINGS, LLC HOAR HOLDINGS, LLC 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 870 | $128.1M | $4.1M |
| 3 | LPC SERVICES, INC. THE LINCOLN PROPERTY COMPANY 401(K) RETIREMENT AND SAVINGS PLAN |
DALLAS TX |
| 3,597 |
| $288.5M |
| $1.4M |
| 4 | NATIONAL LIFE INSURANCE COMPANY NATIONAL LIFE GROUP 401(K) PLAN | MONTPELIER VT | 1,512 | $335.3M | $448K |
| 5 | AI FIRE, LLC AI FIRE, LLC 401(K) PLAN | ROUND ROCK TX | 1,841 | $37.5M | $249K |
| 6 | PROCESS EQUIPMENT, INC. PROCESSBARRON 401(K) PLAN | PELHAM AL | 393 | $20.5M | $50K |
