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 " in their Schedule of Assets, totaling $189.8M 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 | 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 |