Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Harbor Capital Appreciation Retirement Class in their Schedule of Assets, totaling $13.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. EMPLOYEES 401K PROFIT SHARING PLAN | GREENSBORO NC | 187 | $69.4M | $8.1M |
| 2 | MEASUREMENT INCORPORATED MEASUREMENT INCORPORATED 401(K) PLAN | DURHAM NC | 291 | $22.1M | $4.1M |
| 3 | THE IVYMOUNT SCHOOL, INC. |
ROCKVILLE MD |
| 275 |
| $24.8M |
| $886K |
| 4 | TOLEDO ENGINEERING CO., INC. INTERTEC EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN AND TRUST | TOLEDO OH | 142 | $28.0M | $499K |
