Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Harbor Capital Appreciation CIT Class R N/R in their Schedule of Assets, totaling $62.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OGLETHORPE POWER CORPORATION (AN ELECTRIC MEMBERSHIP CORPORATION) OGLETHORPE POWER CORPORATION RETIREMENT PLAN | TUCKER GA | 381 | $228.1M | $20.2M |
| 2 | GEORGIA TRANSMISSION CORPORATION (AN ELECTRIC MEMBERSHIP CORPORATION) GEORGIA TRANSMISSION CORPORATION RETIREMENT PLAN | TUCKER GA | 341 | $246.2M | $16.9M |
| 3 |
TUCKER GA |
| 281 |
| $180.0M |
| $14.5M |
| 4 | CARRINGTON HOLDING COMPANY, LLC CARRINGTON 401(K) PLAN | ALISO VIEJO CA | 2,646 | $128.6M | $10.4M |
