Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Harbor Capital Appreciation CIT Class R " in their Schedule of Assets, totaling $197.7M 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 | LAZARD FRERES & CO. LLC LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 1,722 | $832.0M | $73.7M |
| 2 | MOMENTIVE PERFORMANCE MATERIALS INC. MOMENTIVE PERFORMANCE MATERIALS SAVINGS PLAN | NISKAYUNA NY | 1,496 | $498.0M | $63.2M |
| 3 | HOLLISTER INCORPORATED |
LIBERTYVILLE IL |
| 1,240 |
| $554.5M |
| $32.5M |
| 4 | SAUL EWING LLP SAUL EWING RETIREMENT PLAN | PHILADELPHIA PA | 869 | $489.3M | $20.4M |
| 5 | HURON VALLEY RADIOLOGY, P.C. HURON VALLEY RADIOLOGY, P.C. EMPLOYEES' RETIREMENT SAVINGS PLAN | YPSILANTI MI | 96 | $92.0M | $5.0M |
| 6 | CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY, P.C. CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN | HOUSTON TX | 347 | $126.1M | $2.1M |
| 7 | HYNES INDUSTRIES, INC. HYNES INDUSTRIES, INC. 401(K) PLAN | YOUNGSTOWN OH | 112 | $4.3M | $429K |
| 8 | BOWMAN AUTO GROUP, INC. BOWMAN 401(K) PLAN | CLARKSTON MI | 154 | $10.4M | $426K |
| 9 | AUTISM SOCIETY OF NORTH CAROLINA, INC. AUTISM SOCIETY OF NORTH CAROLINA 401(K) PROFIT SHARING PLAN | RALEIGH NC | 735 | $8.8M | $60K |
