Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding HARBOR CAPITAL APPREC-INST in their Schedule of Assets, totaling $19.1M 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 | ALCAMI CAROLINAS CORPORATION ALCAMI CORPORATION 401(K) PLAN | WILMINGTON NC | 937 | $102.3M | $4.2M |
| 2 | SCHEFFEL & COMPANY, P.C. SCHEFFEL BOYLE 401(K) PROFIT SHARING PLAN | ALTON IL | 92 | $38.0M | $3.6M |
| 3 | COHERUS BIOSCIENCES, INC. COHERUS BIOSCIENCES, INC. 401K PLAN |
REDWOOD CITY CA |
| 239 |
| $52.7M |
| $2.3M |
| 4 | MARCHEX, INC. MARCHEX, INC. 401(K) PLAN | SEATTLE WA | 144 | $16.5M | $1.8M |
| 5 | AVAAP USA, LLC AVAAP USA, LLC 401K | COLUMBUS OH | 328 | $54.6M | $1.7M |
| 6 | SKENDER GROUP, LLC SKENDER GROUP, LLC 401(K) PROFIT SHARING PLAN | CHICAGO IL | 298 | $44.0M | $1.2M |
| 7 | AERO OPERATING LLC AERO OPERATING LLC 401(K) PROFIT SHARING PLAN AND TRUST | WESTBURY NY | 526 | $24.4M | $1.0M |
| 8 | PHEASANTS FOREVER, INC. PHEASANTS FOREVER, INC. 401(K) PLAN | ST PAUL MN | 576 | $39.3M | $920K |
| 9 | NPS HOLDINGS LLC NPS HOLDINGS LLC 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY WI | 161 | $11.3M | $498K |
| 10 | GRAND HOMES ORGANIZATION, LLC GRAND HOMES ORGANIZATION, LLC 401(K) PLAN | ADDISON TX | 195 | $15.3M | $447K |
