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 Retirement Mutual fund in their Schedule of Assets, totaling $10.6M 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 | OLYMPIC STEEL, INC., AN OHIO CORPORATION OLYMPIC STEEL, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | HIGHLAND HILLS OH | 1,167 | $95.6M | $10.3M |
| 2 | CADDELL DRY DOCK AND REPAIR CO THE CADDELL DRY DOCK AND REPAIR CO., INC. 401(K) PLAN | STATEN ISLAND NY | 193 | $11.8M | $218K |
| 3 | ACADEMIC MEDICAL GROUP, INC. |
TAMPA FL |
| 1,948 |
| $21.6M |
| $98K |
