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 Rtrmt " in their Schedule of Assets, totaling $2.4M 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 | UNITED SERVICE COMPANIES HOLDINGS II, LLC UNITED SERVICE COMPANIES 401(K) PLAN | CHICAGO IL | 8,185 | $9.5M | $1.1M |
| 2 | SPECTRA TECH, INC. SPECTRA TECH, INC. 401(K) PLAN | OAK RIDGE TN | 208 | $15.6M | $1.1M |
| 3 | ALLIED-LOCKE INDUSTRIES, INC. ALLIED LOCKE INDUSTRIES, INC. 401(K) SAVINGS PLAN |
DIXON IL |
| 255 |
| $15.7M |
| $252K |
