Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Harbor Capital Appreciation Fund Institutional in their Schedule of Assets, totaling $26.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTH STAR BLUESCOPE STEEL LLC NORTH STAR BLUESCOPE STEEL LLC RETIREMENT PARTNERSHIP | DELTA OH | 608 | $161.8M | $11.8M |
| 2 | BIERLEIN COMPANIES, INC. BIERLEIN 401(K) PROFIT SHARING PLAN | MIDLAND MI | 262 | $60.4M | $7.0M |
| 3 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA |
CHARLESTON SC |
| 3,064 |
| $157.6M |
| $5.3M |
| 4 | MANAGEMENT SELECT, LLC BCB-CMRC-MSC 401(K) PROFIT SHARING PLAN | ALTOONA WI | 236 | $17.7M | $683K |
| 5 | R & P TECHNOLOGIES R & P TECHNOLOGIES 401(K) PROFIT SHARING PLAN & TRUST | DUBLIN PA | 329 | $22.9M | $601K |
| 6 | COMMITTEE OF THE CENTURY ALUMINUM HAWESVILLE RETIREE HEALTH CARE REIM CENTURY ALUMINUM HAWESVILLE RETIREE HEALTH CARE REIMBURSEMENT PLAN | SPOKANE WA | 759 | $16.0M | $444K |
| 7 | MEDAILLE UNIVERSITY MEDAILLE COLLEGE 403(B) PLAN | BUFFALO NY | 259 | $31.6M | $322K |
| 8 | TRENDWOOD INC TRENDWOOD INC EMPLOYEE STOCK OWNERSHIP PLAN | PHOENIX AZ | 113 | $7.2M | $126K |
