Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Harbor Capital Appreciation Fund Registered Investment Company in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BEL BRANDS USA BEL BRANDS USA 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 729 | $79.6M | $4.3M |
| 2 | ALTERNATIVE FAMILY SERVICES, INC. ALTERNATIVE FAMILY SERVICES TAX SHELTERED ANNUITY PLAN | SANTA ROSA CA | 124 | $6.0M | $481K |
| 3 | CASPER ORTHOPAEDIC ASSOCIATES, P.C. |
CASPER WY |
| 108 |
| $2.9M |
| $52K |
