Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Harbor Capital Appreciation In Mutual fund in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DEXTER SOUTHFIELD, INC. DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 213 | $61.4M | $1.5M |
| 2 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN | SHORELINE WA | 122 | $31.2M | $629K |
| 3 | RUMSEY HALL SCHOOL RUMSEY HALL SCHOOL 403(B) DC PLAN |
WASHINGTON DEPOT CT |
| 100 |
| $19.9M |
| $538K |
| 4 | THE PECK SCHOOL PECK SCHOOL RETIREMENT PLAN | MORRISTOWN NJ | 99 | $40.6M | $427K |
| 5 | MARYMOUNT HIGH SCHOOL MARYMOUNT HIGH SCHOOL DEFINED CONTRIBUTION PLAN | LOG ANGELES CA | 57 | $9.4M | $200K |
