Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Harbor Capital Appreciation Fund; Retirement Class Mutual Fund in their Schedule of Assets, totaling $25.6M 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 | DELTA ELECTRONICS (AMERICAS) LTD. DELTA AMERICA LTD. 401(K) SALARY SAVINGS PLAN AND TRUST | FREMONT CA | 429 | $170.3M | $21.1M |
| 2 | BUCKLEY LLP BUCKLEY LLP PROFIT SHARING AND SECTION 401(K) PLAN | WASHINGTON DC | 201 | $95.9M | $2.3M |
| 3 | ADSTRA, INC ADSTRA, INC.EMPLOYEE SAVINGS PLAN |
PRINCETON NJ |
| 216 |
| $28.4M |
| $1.2M |
| 4 | TUFCO LP TUFCO 401(K) PLAN | GREEN BAY WI | 289 | $7.6M | $861K |
| 5 | PILOT WATER SOLUTIONS LLC PILOT WATER SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 210 | $4.8M | $100K |
