Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Harbor Capital Appreciation Retirement Mutual fund N/A in their Schedule of Assets, totaling $5.5M 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 | MEDICAL MUTUAL INSURANCE COMPANY OF NORTH CAROLINA CURI 401(K) PLAN | RALEIGH NC | 246 | $48.0M | $3.4M |
| 2 | UFCW-EMPLOYERS BENEFIT PLANS OF NORTHERN CALIFORNIA GROUP ADMIN LLC UFCW-EMPLOYERS BENEFIT PLANS GROUP ADMINISTRATION LLC SAFE HARBOR 401(K) PLAN | CONCORD CA | 140 | $24.9M | $1.0M |
| 3 | STATE COLLECTION SERVICE, INC. |
MADISON WI |
| 517 |
| $21.4M |
| $959K |
| 4 | BADGER CORRUGATING COMPANY BADGER CORRUGATING COMPANY PROFIT SHARING & 401(K) PLAN | LA CROSSE WI | 129 | $6.7M | $99K |
| 5 | GERBERS POULTRY, INC. GERBERS POULTRY, INC. 401(K) PROFIT SHARING PLAN | KIDRON OH | 477 | $7.1M | $25K |
