Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Harbor Capital Appreciation Instl Mutual fund in their Schedule of Assets, totaling $128.3M 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 | PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY WI | 2,068 | $491.7M | $42.0M |
| 2 | ZIMMER GUNSUL FRASCA ARCHITECTS LLP ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN | PORTLAND OR | 647 | $151.2M | $16.4M |
| 3 | GENERAL SHALE BRICK, INC. |
JOHNSON CITY TN |
| 643 |
| $138.9M |
| $14.8M |
| 4 | MEDITERRANEAN SHIPPING COMPANY USA, INC. MSC (USA) HOLDINGS RETIREMENT PLAN | NEW YORK NY | 1,574 | $188.4M | $12.2M |
| 5 | MOSES/WEITZMAN HEALTH SYSTEM, INC MOSES/WEITZMAN HEALTH SYSTEM, INC. 403B RETIREMENT PLAN | MIDDLETOWN CT | 1,263 | $112.5M | $10.0M |
| 6 | YKK AP AMERICA INC. YKK AP AMERICA INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 945 | $80.5M | $7.0M |
| 7 | 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 |
| 8 | COMMUNITY HEALTH CENTER, INC. COMMUNITY HEALTH CENTER, INC. 403(B) RETIREMENT PLAN | MIDDLETOWN CT | 1,205 | $75.4M | $4.4M |
| 9 | QUALITY CHEMICAL LABORATORIES, LLC QUALITY CHEMICAL LABORATORIES, LLC RETIREMENT SAVINGS PLAN | WILMINGTON NC | 241 | $17.0M | $4.2M |
| 10 | HARRIS GROUP INC. HARRIS GROUP DEFERRED INCOME PLAN AND TRUST | SEATTLE WA | 86 | $28.4M | $2.6M |