Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Harbor Capital Appreciation Fund Administrative Class in their Schedule of Assets, totaling $1.7M 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 | SWEENEY CONRAD, P.S. SWEENEY CONRAD, P.S. 401(K) SAVINGS PLAN | KIRKLAND WA | 139 | $27.7M | $1.3M |
| 2 | FARMERS NATIONAL BANK FARMERS NATIONAL BANK 401(K) PLAN | DANVILLE KY | 194 | $27.6M | $399K |