Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Harbor Capital Appreciation Registered Investment Company in their Schedule of Assets, totaling $192.3M 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 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $44.6M |
| 2 | THOMPSON HINE LLP THOMPSON HINE LLP RETIREMENT PLAN | CLEVELAND OH | 767 | $460.1M | $41.1M |
| 3 | HILMAR CHEESE COMPANY HILMAR CHEESE COMPANY PROFIT SHARING 401(K) PLAN |
HILMAR CA |
| 1,762 |
| $236.9M |
| $28.4M |
| 4 | RADIAL HOLDINGS, L.P. RADIAL RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,442 | $125.2M | $26.7M |
| 5 | HOMESTREET, INC. HOMESTREET, INC 401(K) SAVINGS PLAN | SEATTLE WA | 790 | $178.8M | $22.7M |
| 6 | CBC COMPANIES, INC. CBC COMPANIES, INC. PROFIT SHARING AND SAVINGS PLAN | COLUMBUS OH | 632 | $169.0M | $12.7M |
| 7 | PRETI, FLAHERTY, BELIVEAU & PACHIOS LLP PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN | PORTLAND ME | 182 | $127.6M | $7.2M |
| 8 | AM GENERAL LLC AM GENERAL HOURLY CAPITAL ACCUMULATION PLAN | SOUTH BEND IN | 398 | $42.1M | $4.7M |
| 9 | JOHNSON TRACTOR INC JOHNSON TRACTOR, INC. EMPLOYEE 401(K) PLAN | JANESVILLE WI | 209 | $22.3M | $2.6M |
| 10 | PENN COMMUNITY BANK PENN COMMUNITY BANK RETIREMENT PLAN | PERKASIE PA | 299 | $43.5M | $1.4M |
