Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Harbor Capital Appreciation Inst Fund in their Schedule of Assets, totaling $148.8M 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 | HF SINCLAIR CORPORATION HF SINCLAIR CORPORATION 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 4,139 | $1.2B | $142.4M |
| 2 | THE BOARD OF TRUSTEES OF THE WISCONSIN MASONS 401(K) PLAN AND TRUST WISCONSIN MASONS 401(K) PLAN AND TRUST | MADISON WI | 811 | $27.3M | $2.9M |
| 3 | HF SINCLAIR CORPORATION |
DALLAS TX |
| 275 |
| $52.2M |
| $2.7M |
| 4 | SMITH SENIOR LIVING SMITH SENIOR LIVING 401(K) PLAN | CHICAGO IL | 537 | $16.7M | $751K |
| 5 | JOSEPH KUSHNER HEBREW ACADEMY JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN | LIVINGSTON NJ | 130 | $26.0M | $62K |
