Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Harbor Capital Appreciation Ret Harbor 0 in their Schedule of Assets, totaling $46.1M 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 | IMAGINE SCHOOLS, INC. IMAGINE SCHOOLS, INC. 401(K) RETIREMENT SAVINGS | VIENNA VA | 3,358 | $110.9M | $13.2M |
| 2 | GOODVILLE MUTUAL CASUALTY COMPANY GOODVILLE MUTUAL CASUALTY COMPANY PROFIT SHARING & SAVING PLAN | NEW HOLLAND PA | 183 | $32.5M | $4.0M |
| 3 | EVERENCE SERVICES, LLC |
GOSHEN IN |
| 393 |
| $61.4M |
| $3.6M |
| 4 | CION INVESTMENT GROUP LLC CION 401(K) SAVINGS PLAN | NEW YORK NY | 79 | $16.6M | $2.4M |
| 5 | NEWPORT NEWS SHIPBUILDING EMPLOYEES CREDIT UNION, INC. BAYPORT CREDIT UNION 401(K) PLAN AND TRUST | NEWPORT NEWS VA | 458 | $48.4M | $2.1M |
| 6 | LAKE/FLATO ARCHITECTS, INC. LAKE/FLATO ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 143 | $24.8M | $2.0M |
| 7 | MBS OPCO LLC MBS OPCO LLC 401 (K) PLAN | HAILEY ID | 103 | $26.0M | $1.9M |
| 8 | GRW ENGINEERS, INC. GRW TAX DEFERRED SAVINGS & PROFIT SHARING RETIREMENT PLAN | LEXINGTON KY | 175 | $34.8M | $1.6M |
| 9 | MORROW COUNTY GRAIN GROWERS, INC. MORROW COUNTY GRAIN GROWERS, INC. SSP | LEXINGTON OR | 66 | $12.0M | $1.5M |
| 10 | AVEPOINT, INC. AVEPOINT, INC. 401(K) SAVINGS PLAN | JERSEY CITY NJ | 333 | $33.1M | $1.5M |
