Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Harbor Capital Appreciation Retirement Fund - in their Schedule of Assets, totaling $24.3M 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 | CLARKSTON-POTOMAC GROUP, INC. CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST | DURHAM NC | 334 | $107.6M | $10.7M |
| 2 | THE ALEUT CORPORATION THE ALEUT CORPORATION 401(K) RETIREMENT PLAN | ANCHORAGE AK | 1,065 | $55.5M | $4.4M |
| 3 | SOUTHERN FIRST BANK SOUTHERN FIRST BANK 401(K) PLAN |
GREENVILLE SC |
| 298 |
| $31.1M |
| $3.1M |
| 4 | THE HIEBING GROUP INC THE HIEBING GROUP, INC. RETIREMENT SAVINGS AND PROFIT SHARING TRUST | MADISON WI | 137 | $35.1M | $2.0M |
| 5 | PATTISON SIGN GROUP, INC. PATTISON SIGN RETIREMENT & VESTING PLAN | KNOXVILLE TN | 451 | $13.2M | $1.2M |
| 6 | ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PLAN | MUSKEGON MI | 204 | $35.3M | $1.2M |
| 7 | TRUST POINT INC TRUST POINT INC 401(K) PROFIT SHARING PLAN | LA CROSSE WI | 97 | $44.9M | $524K |
| 8 | CRYSTAL ENTERPRISES, INC. CRYSTAL ENTERPRISES, INC. 401(K) SAVINGS PLAN | THOMPSONVILLE MI | 260 | $9.3M | $476K |
| 9 | MORGAN FOODS, INC. MORGAN FOODS RETIREE MEDICAL 401(K) SAVINGS PLAN | AUSTIN IN | 576 | $12.1M | $420K |
| 10 | THE ALLEN COMPANY, INC. THE ALLEN COMPANY, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | LEXINGTON KY | 331 | $18.2M | $324K |
