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 Mutual funds in their Schedule of Assets, totaling $8.0M 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 | SOUTHERN NEW HAMPSHIRE UNIVERSITY SOUTHERN NEW HAMPSHIRE UNIVERSITY 401K | MANCHESTER NH | 15,883 | $285.0M | $3.0M |
| 2 | ELRINGKLINGER AUTOMOTIVE MANUFACTURING, INC. ELRINGKLINGER RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 617 | $27.6M | $2.5M |
| 3 | ALFRED WILLIAMS & COMPANY |
RALEIGH NC |
| 273 |
| $39.1M |
| $2.3M |
| 4 | SERAN BIOSCIENCE, LLC SERAN BIOSCIENCE 401(K) PLAN | BEND OR | 183 | $9.0M | $119K |
