Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Harbor Capital Appreciation Instl. Fund in their Schedule of Assets, totaling $6.3M 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 | KEYSTONE CONSOLIDATED INDUSTRIES KEYSTONE-BARTONVILLE 401(K) RETIREMENT PLAN | PEORIA IL | 610 | $102.4M | $2.9M |
| 2 | BOARD OF TRUSTEES OF ASBESTOS WORKERS LOCAL 127 HEAT & FROST INSULATORS LOCAL 127 SUPPLEMENTAL/401(K) RETIREMENT PLAN | MILWAUKEE WI | 471 | $12.4M | $2.0M |
| 3 | CAROLINA COUNTRY CLUB COMPANY |
RALEIGH NC |
| 154 |
| $9.1M |
| $786K |
| 4 | J.M. MURRAY CENTER, INC. J.M. MURRAY CENTER, INC. PENSION PLAN | CORTLAND NY | 554 | $9.9M | $525K |