Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Harbor Capital Appreciation Institutional Mutual fund in their Schedule of Assets, totaling $36.4M 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 | THE PEW CHARITABLE TRUSTS THE PEW CHARITABLE TRUSTS SAVINGS PLAN | PHILADELPHIA PA | 1,018 | $428.2M | $32.9M |
| 2 | GODBERSEN-SMITH CONSTRUCTION COMPANY GODBERSEN-SMITH CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | IDA GROVE IA | 539 | $66.0M | $3.3M |
| 3 | LINN GEAR COMPANY, INC. |
LEBANON OR |
| 86 |
| $5.4M |
| $127K |