Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Harbor Capital Appreciation Retirement Fund - in their Schedule of Assets, totaling $32.6M 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 | CLARKSTON-POTOMAC GROUP, INC. CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST | DURHAM NC | 334 | $107.6M | $10.7M |
| 2 | COLLEGIATE SCHOOL COLLEGIATE SCHOOL 403(B) RETIREMENT PLAN | RICHMOND VA | 403 | $105.3M | $6.0M |
| 3 | THE ALEUT CORPORATION THE ALEUT CORPORATION 401(K) RETIREMENT PLAN |
ANCHORAGE AK |
| 1,065 |
| $55.5M |
| $4.4M |
| 4 | SOUTHERN FIRST BANK SOUTHERN FIRST BANK 401(K) PLAN | GREENVILLE SC | 298 | $31.1M | $3.1M |
| 5 | THE HIEBING GROUP INC THE HIEBING GROUP, INC. RETIREMENT SAVINGS AND PROFIT SHARING TRUST | MADISON WI | 137 | $35.1M | $2.0M |
| 6 | SPECIALTY CONSTRUCTION, INC. SPECIALTY CONSTRUCTION, INC. RETIREMENT PLAN | SAN LUIS OBISPO CA | 117 | $25.5M | $1.9M |
| 7 | PATTISON SIGN GROUP, INC. PATTISON SIGN RETIREMENT & VESTING PLAN | KNOXVILLE TN | 451 | $13.2M | $1.2M |
| 8 | ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PLAN | MUSKEGON MI | 204 | $35.3M | $1.2M |
| 9 | TRUST POINT INC TRUST POINT INC 401(K) PROFIT SHARING PLAN | LA CROSSE WI | 97 | $44.9M | $524K |
| 10 | CRYSTAL ENTERPRISES, INC. CRYSTAL ENTERPRISES, INC. 401(K) SAVINGS PLAN | THOMPSONVILLE MI | 260 | $9.3M | $476K |
