Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Harbor Capital Appreciation I in their Schedule of Assets, totaling $10.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KITSAP CREDIT UNION KITSAP CREDIT UNION 401(K) RETIREMENT | BREMERTON WA | 319 | $32.3M | $4.6M |
| 2 | COMPASS HEALTH, INC. COMPASS HEALTH, INC. 401(K) PLAN | CLINTON MO | 5,000 | $211.5M | $2.0M |
| 3 | DOYON UTILITIES, LLC DOYON UTILITIES, LLC RETIREMENT PLAN |
FAIRBANKS AK |
| 172 |
| $73.1M |
| $2.0M |
| 4 | HOSPICE OF WAKE COUNTY, INC. DBA TRANSITIONS LIFECARE HOSPICE OF WAKE COUNTY, INC. RETIREMENT SAVINGS PLAN | RALEIGH NC | 448 | $28.9M | $1.2M |
| 5 | MOTUS, LLC MOTUS INTEGRATED TECHNOLOGIES 401(K) PLAN | HOLLAND MI | 849 | $48.7M | $377K |
