Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Harbor Capital Appreciation Fund Mutual fund ( 1 ) in their Schedule of Assets, totaling $14.1M 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 | LANCASTER COLONY CORPORATION LANCASTER COLONY CORPORATION 401(K) PLAN | WESTERVILLE OH | 2,800 | $146.3M | $10.5M |
| 2 | ORTHOPEDIC SPECIALISTS OF NORTH AMERICA, PLLC ORTHOARIZONA RETIREMENT PLAN | PHOENIX AZ | 959 | $90.2M | $2.7M |
| 3 | T. MARZETTI COMPANY T. MARZETTI COMPANY HOURLY EMPLOYEE 401(K) PLAN FOR THE INDIANOLA PLANT |
WESTERVILLE OH |
| 252 |
| $8.6M |
| $512K |
| 4 | CENTRE CARE, INC. CENTRE CARE, INC. SAVINGS AND RETIREMENT PLAN | BELLEFONTE PA | 223 | $4.8M | $358K |
