Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Harbor Capital Appreciation Mutual funds in their Schedule of Assets, totaling $47.6M 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 | VORYS, SATER, SEYMOUR AND PEASE LLP VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | COLUMBUS OH | 708 | $435.5M | $44.0M |
| 2 | THE JAMES MONROE WIRE & CABLE CORP. THE JAMES MONROE WIRE & CABLE CORP. EMPLOYEES' PROFIT SHARING PLAN | SOUTH LANCASTER MA | 137 | $11.0M | $1.9M |
| 3 | SOUTH LAKE CLINIC, P.A. |
MINNETONKA MN |
| 120 |
| $20.6M |
| $1.0M |
| 4 | SLOSBURG COMPANY SLOSBURG COMPANY 401(K) RETIREMENT PLAN | OMAHA NE | 391 | $10.7M | $716K |
