Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Harbor Capital Appreciation Mutual fund in their Schedule of Assets, totaling $80.3M 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 | BLACK BOX CORPORATION OF PENNSYLVANIA THE BLACK BOX CORPORATION 401(K) SAVINGS PLAN | LAWRENCE PA | 1,418 | $254.8M | $34.3M |
| 2 | SEED INTELLECTUAL PROPERTY LAW GROUP LLP SEED INTELLECTUAL PROPERTY LAW GROUP LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 145 | $63.4M | $10.4M |
| 3 | MID-OHIO EMERGENCY SERVICES, LLC |
COLUMBUS OH |
| 160 |
| $99.6M |
| $7.8M |
| 4 | ZOELLER COMPANY ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST | LOUISVILLE KY | 715 | $117.9M | $7.2M |
| 5 | BARRACUDA NETWORKS, INCORPORATED BARRACUDA NETWORKS 401(K) PLAN | CAMPBELL CA | 888 | $134.4M | $6.8M |
| 6 | STEPHENS INSTITUTE DBA ACADEMY OF ART UNIVERSITY ACADEMY OF ART UNIVERSITY 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 1,132 | $85.6M | $5.5M |
| 7 | ACCOSYS, INC. ACCOSYS, INC. 401(K) PROFIT SHARING PLAN | OLATHE KS | 978 | $78.7M | $5.3M |
| 8 | COMMUNITY WELLNESS PARTNERS, INC. COMMUNITY WELLNESS PARTNERS, INC. 403(B) PLAN | CLINTON NY | 605 | $11.2M | $1.4M |
| 9 | STANDRIDGE COLOR CORPORATION STANDRIDGE COLOR CORPORATION PROFIT SHARING PLAN & TRUST | SOCIAL CIRCLE GA | 435 | $25.6M | $527K |
| 10 | RONNOCO COFFEE, LLC RONNOCO COFFEE, LLC RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 255 | $17.3M | $379K |