Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Harbor Capital Appreciation Fund Retirement in their Schedule of Assets, totaling $19.7M 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 | MASSACHUSETTS PROPERTY INSURANCE UNDERWRITING ASSOCIATION INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLAN | BOSTON MA | 132 | $58.9M | $9.2M |
| 2 | TEXAS WINDSTORM INSURANCE ASSOCIATION INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLAN | AUSTIN TX | 223 | $32.6M | $4.3M |
| 3 | MARSH AUTOMOTIVE GROUP |
TRAVERSE CITY MI |
| 311 |
| $19.2M |
| $2.4M |
| 4 | NEW JERSEY PROPERTY-LIABILITY INSURANCE GUARANTY ASSOCIATION INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLAN | BASKING RIDGE NJ | 118 | $20.6M | $2.2M |
| 5 | BADGER UTILITY HOLDINGS, LLC BADGER UTILITY HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | MADISON WI | 163 | $16.2M | $1.2M |
| 6 | BARTON COLLEGE BARTON COLLEGE RETIREMENT PLAN | WILSON NC | 192 | $27.8M | $386K |
| 7 | ROC SERVICE COMPANY, LLC ROC SERVICE COMPANY, LLC 401(K) PLAN | CANONSBURG PA | 217 | $6.1M | $45K |
