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 Fund in their Schedule of Assets, totaling $51.9M 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 | OGLETREE, DEAKINS, NASH, SMOAK & STEWART OGLETREE, DEAKINS, NASH, SMOAK & STEWART 401(K) SAVINGS PLAN | GREENVILLE SC | 2,351 | $398.4M | $21.6M |
| 2 | OGLETREE DEAKINS NASH SMOAK & STEWART PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART | GREENVILLE SC | 2,325 | $248.5M | $12.4M |
| 3 | BANKER LOPEZ GASSLER P.A. |
TAMPA FL |
| 350 |
| $83.7M |
| $6.0M |
| 4 | BLAZE CREDIT UNION BLAZE 401(K) PLAN | FALCON HEIGHTS MN | 576 | $59.1M | $4.0M |
| 5 | CAPITAL INVESTMENTS & VENTURES CORP PADI SAVINGS AND INVESTMENT PLAN | RANCHO SANTA MARGARITA CA | 182 | $43.8M | $2.9M |
| 6 | WTS PARADIGM, LLC WTS PARADIGM DEFERRED SAVINGS PLAN | MIDDLETON WI | 523 | $39.3M | $2.0M |
| 7 | ALFRED E. MANN FOUNDATION FOR SCIENTIFIC RESEARCH MANN PARTNERS 401(K) RETIREMENT PLAN | SANTA CLARITA CA | 107 | $18.5M | $1.7M |
| 8 | L.B. WHITE COMPANY, LLC. L. B. WHITE PROFIT SHARING PLAN | ONALASKA WI | 186 | $14.3M | $1.3M |
