Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Harbor Capital Appreciation Institutional - in their Schedule of Assets, totaling $23.3M 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 | LOWNDES, DROSDICK, DOSTER, KANTOR & REED, PA LOWNDES, DROSDICK, DOSTER, KANTOR & REED, P.A. RETIREMENT PLAN | ORLANDO FL | 171 | $91.5M | $11.8M |
| 2 | TOHONO O'ODHAM GAMING ENTERPRISE TOHONO O'ODHAM GAMING ENTERPRISE RETIREMENT SAVINGS PLAN | SAHUARITA AZ | 2,875 | $136.5M | $5.1M |
| 3 | EDGIO, INC. |
TEMPE AZ |
| 468 |
| $67.0M |
| $2.9M |
| 4 | ENVISION INC. EMPLOYEE BENEFIT PLAN OF ENVISION, INC. | WICHITA KS | 404 | $32.6M | $2.3M |
| 5 | VENTURE TOGETHER, INC. VENTURE TOGETHER, INC. 403(B) PLAN | NANUET NY | 571 | $7.8M | $445K |
| 6 | TRUSTEES, ALASKA PIPE TRADES ASSOC U.A. LOCAL NO. 375 HEALTH & SEC TR ALASKA PIPE TRADES ASSOCIATION - U.A. LOCAL NO. 375 HEALTH AND SECURITY TRUST FUND | PORTLAND OR | 316 | $18.4M | $422K |
| 7 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN | FISHERS IN | 393 | $21.6M | $118K |
| 8 | STAINLESS FOUNDRY & ENGINEERING, INC. STAINLESS FOUNDRY & ENGINEERING, INC. 401(K) PLAN | MILWAUKEE WI | 134 | $9.0M | $93K |
