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 Registered Investment Company in their Schedule of Assets, totaling $20.8M 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 | MAYER ELECTRIC SUPPLY CO. INC. MAYER ELECTRIC SUPPLY CO INC ASSOC CAPITAL ACCUMUL | DALLAS TX | 1,205 | $156.2M | $19.0M |
| 2 | SAINT AGNES MEDICAL PROVIDERS SAINT AGNES MEDICAL PROVIDERS 401(K) PLAN | FRESNO CA | 94 | $20.5M | $1.2M |
| 3 | INDEPENDENT PHYSICIAN ASSOCIATES DBA ALL CARE |
MODESTO CA |
| 316 |
| $17.2M |
| $527K |
| 4 | SYNERGY MEDICAL SYSTEMS SYNERGY MEDICAL SYSTEMS RETIREMENT PLAN | EUGENE OR | 100 | $3.2M | $67K |
