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, R in their Schedule of Assets, totaling $66.3M 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 | BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUST U.A. LOCAL 467 DEFINED BENEFIT PLAN | SAN JOSE CA | 889 | $859.2M | $49.4M |
| 2 | O'REILLY AUTOMOTIVE, INC. O'REILLY AUTOMOTIVE, INC. PROFIT SHARING AND SAVINGS PLAN | SPRINGFIELD MO | 80,513 | $1.9B | $16.8M |
| 3 | FIRST UROLOGY P.S.C. |
JEFFERSONVILLE IN |
| 332 |
| $63.5M |
| $182K |
| 4 | CASPER ORTHOPAEDIC ASSOCIATES, PC CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN | CASPER WY | 95 | $20.6M | $708 |
