Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Harbor Capital Appreciation Ret Fund Mutual Fund in their Schedule of Assets, totaling $119.0M 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 | JANNEY MONTGOMERY SCOTT LLC JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | PHILADELPHIA PA | 2,413 | $766.2M | $89.4M |
| 2 | ZSCALER, INC. ZSCALER, INC. 401(K) PLAN | SAN JOSE CA | 2,878 | $340.6M | $29.6M |
