Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Harbor Capital Appreciation Fd Instl Mutual fund in their Schedule of Assets, totaling $16.7M 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 | THE ODOM CORPORATION THE ODOM CORPORATION SALARY SAVINGS PLAN AND TRUST | BELLEVUE WA | 2,316 | $126.6M | $11.4M |
| 2 | RANGERS BASEBALL, LLC RANGERS BASEBALL 401(K) SAVINGS AND RETIREMENT PLAN | ARLINGTON TX | 714 | $49.5M | $5.1M |
| 3 | UMPQUA HEALTH, LLC UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN |
ROSEBURG OR |
| 150 |
| $14.9M |
| $205K |
