Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Harbor Capital Appreciation Fund; Retirement Class in their Schedule of Assets, totaling $134.5M 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 | WARNER MUSIC GROUP WARNER MUSIC GROUP 401(K) PLAN | NEW YORK NY | 2,173 | $446.3M | $44.6M |
| 2 | L F JENNINGS INC. L. F. JENNINGS, INC. PROFIT SHARING PLAN | FALLS CHURCH VA | 331 | $86.0M | $24.1M |
| 3 | CRODA INC. CRODA INC. RETIREMENT SAVINGS PLAN |
| 841 |
| $208.5M |
| $17.5M |
| 4 | BAKER ROOFING COMPANY, LLC BAKER ROOFING COMPANY 401(K) PLAN | CARY NC | 862 | $57.3M | $10.2M |
| 5 | JOINT BOARD OF TRUSTEES OF IBEW LOCAL 575 PENSION FUND IBEW LOCAL 575 PENSION FUND | ONA WV | 893 | $112.5M | $7.9M |
| 6 | FMI CORPORATION FMI CORPORATION RETIREMENT SAVINGS 401(K) PLAN | RALEIGH NC | 191 | $67.1M | $6.8M |
| 7 | AMERICAN WELL CORPORATION AMERICAN WELL CORPORATION 401(K) PLAN | BOSTON MA | 768 | $108.4M | $5.6M |
| 8 | ULTRATEC, INC. ULTRATEC, INC. 401(K) PLAN | MADISON WI | 720 | $28.0M | $3.7M |
| 9 | H.F. LENZ COMPANY H.F. LENZ COMPANY 401(K) AND PROFIT SHARING PLAN | JOHNSTOWN PA | 196 | $55.9M | $3.2M |
| 10 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $2.4M |
