Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Harbor Capital Appreciation " in their Schedule of Assets, totaling $261.5M 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 | MENASHA CORPORATION MENASHA CORPORATION 401(K) RETIREMENT SAVINGS PLAN | NEENAH WI | 5,756 | $692.6M | $86.2M |
| 2 | REINHART BOERNER VAN DEUREN, S.C. REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 349 | $308.4M | $49.1M |
| 3 | COLONIAL PIPELINE COMPANY |
ALPHARETTA GA |
| 1,102 |
| $359.1M |
| $33.0M |
| 4 | CARLTON FIELDS, P.A. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS | TAMPA FL | 666 | $315.7M | $22.1M |
| 5 | TRELLEBORG CORPORATION TRELLEBORG CORPORATION SAVINGS PLAN | NORTHVILLE MI | 3,110 | $322.2M | $14.4M |
| 6 | NAVAJO TRANSITIONAL ENERGY COMPANY, LLC NTEC 401(K) PLAN II | BROOMFIELD CO | 1,050 | $209.6M | $13.1M |
| 7 | MINNKOTA POWER COOPERATIVE, INC. MINNKOTA POWER COOPERATIVE, INC. EMPLOYEES 401(K) PLAN | GRAND FORKS ND | 433 | $75.0M | $7.4M |
| 8 | MENASHA CORPORATION MENASHA CORPORATION 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES | NEENAH WI | 2,457 | $36.4M | $6.5M |
| 9 | DENNY'S, INC. DENNY'S 401(K) PLAN | SPARTANBURG SC | 2,883 | $89.8M | $3.8M |
| 10 | MEDICAL CLINIC OF HOUSTON, LLP MEDICAL CLINIC OF HOUSTON, L.L.P. SALARY DEFERRAL PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 222 | $64.6M | $3.6M |
