Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 85 U.S. retirement plans report holding Harbor Capital Appreciation Fund - in their Schedule of Assets, totaling $922.3M 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 | UNIVERSAL HEALTH SERVICES, INC. UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 64,799 | $3.7B | $167.3M |
| 2 | BDO USA, P.C. BDO USA RETIREMENT PLAN | CHICAGO IL | 9,138 | $1.9B | $122.9M |
| 3 | VERTEX PHARMACEUTICALS INCORPORATED VERTEX PHARMACEUTICALS INCORPORATED 401(K) PLAN |
BOSTON MA |
| 5,091 |
| $1.3B |
| $89.0M |
| 4 | DECHERT LLP DECHERT LLP SALARY SAVINGS PLAN | PHILADELPHIA PA | 1,286 | $442.2M | $63.9M |
| 5 | VALMET, INC. VALMET, INC. RETIREMENT SAVINGS PLAN | NORCROSS GA | 2,157 | $431.6M | $55.8M |
| 6 | WAKE FOREST UNIVERSITY WAKE FOREST UNIVERSITY RETIREMENT PLAN | WINSTON SALEM NC | 3,314 | $889.4M | $37.6M |
| 7 | HALEY & ALDRICH, INC. HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN | BURLINGTON MA | 1,046 | $283.2M | $27.5M |
| 8 | DECHERT LLP DECHERT LLP PENSION PLAN NO. 1 FOR PARTNERS | PHILADELPHIA PA | 245 | $134.9M | $25.9M |
| 9 | MCKINSTRY CO. LLC MCKINSTRY CO. PROFIT SHARING AND 401(K) PLAN | SEATTLE WA | 1,392 | $251.6M | $21.7M |
| 10 | BERKLEE COLLEGE OF MUSIC, INC. BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 2,205 | $302.8M | $21.0M |
