Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Harbor Capital Capital Appreciation Fund in their Schedule of Assets, totaling $5.7M 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 | FOREST LAWN MEMORIAL - PARKS & MORTUARIES FOREST LAWN 401(K) PLAN | GLENDALE CA | 1,144 | $149.9M | $2.7M |
| 2 | POINT LOMA NAZARENE UNIVERSITY POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN | SAN DIEGO CA | 644 | $170.7M | $2.5M |
| 3 | CREEKSIDE COMPANIES, INC. CREEKSIDE COMPANIES, INC. 401(K) PLAN |
BUFFALO MN |
| 257 |
| $15.2M |
| $493K |
