Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Harbor Capital Appreciation Instl Mutual fund in their Schedule of Assets, totaling $12.2M 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 | MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. MORVILLO ABRAMOWITZ GRAND IASON & ANELLO P.C. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 71 | $58.7M | $6.8M |
| 2 | COMMUNITY HEALTH CENTER, INC. COMMUNITY HEALTH CENTER, INC. 403(B) RETIREMENT PLAN | MIDDLETOWN CT | 1,205 | $75.4M | $4.4M |
| 3 | THE NATIONAL AUSTRALIA BANK |
NEW YORK NY |
| 90 |
| $22.5M |
| $1.0M |
