Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Harbor Capital Appreciation Fund, Institutional Class in their Schedule of Assets, totaling $80.9M 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 | BOARD OF TRUSTEES, INTERNATIONAL ASSOCIATION PENSION PLAN INTERNATIONAL ASSOCIATION PENSION PLAN | OAKBROOK IL | 745 | $401.4M | $38.9M |
| 2 | OPTIV SECURITY INC. OPTIV SECURITY INC. 401(K) RETIREMENT SAVING PLAN | DENVER CO | 1,790 | $263.2M | $13.4M |
| 3 | OCLC, INC. OCLC MATCHING THRIFT PLAN |
DUBLIN OH |
| 910 |
| $174.0M |
| $8.9M |
| 4 | OCLC, INC. OCLC RETIREMENT PLAN | DUBLIN OH | 920 | $120.3M | $6.0M |
| 5 | CHICANOS POR LA CAUSA, INC. CHICANOS POR LA CAUSA, INC. 401(K) PLAN | PHOENIX AZ | 2,006 | $38.7M | $3.3M |
| 6 | REGIS TECHNOLOGIES, INC. REGIS TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | MORTON GROVE IL | 75 | $20.0M | $2.4M |
| 7 | FORT MCDOWELL YAVAPAI NATION FORT MCDOWELL YAVAPAI NATION RETIREMENT PLAN | FOUNTAIN HILLS AZ | 1,188 | $66.1M | $2.0M |
| 8 | CLM CENTER FOR LIFE MANAGEMENT CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN | DERRY NH | 331 | $11.9M | $1.5M |
| 9 | OCLC, INC. OCLC SUPPLEMENTAL PLAN | DUBLIN OH | 920 | $24.2M | $1.4M |
| 10 | ST. ANNE'S CREDIT UNION ST. ANNE'S CREDIT UNION 401(K) RETIREMENT PLAN | FALL RIVER MA | 139 | $16.0M | $1.3M |
