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 Registered investment company in their Schedule of Assets, totaling $5.4M 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 | MOOR + SOUTH/PIER MANAGEMENT CO., L.P. MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 252 | $31.1M | $2.8M |
| 2 | HEROUX CORP. HEROUX CORP. 401(K) RETIREMENT PLAN | STRONGSVILLE OH | 308 | $26.7M | $1.9M |
| 3 | NEW RESOURCES COMPANIES, INC. NEW RESOURCES COMPANIES 401(K) PLAN |
MILWAUKEE WI |
| 135 |
| $12.0M |
| $610K |
| 4 | VALUE ADDED DISTRIBUTORS LLC VALUE ADDED DISTRIBUTORS, LLC 401(K) PROFIT SHARING PLAN | GREEN LAKE WI | 208 | $6.9M | $110K |
