Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Harbor Capital Harbor Capital Appreciation Fund, Institutional Class - in their Schedule of Assets, totaling $25.9M 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 | BANNER ENGINEERING CORP BANNER ENGINEERING CORP. PROFIT SHARING RETIREMENT SAVINGS PLAN AND TRUST | PLYMOUTH MN | 1,005 | $191.6M | $15.8M |
| 2 | CHARLES B. WANG COMMUNITY HEALTH CENTER, INC. CBWCHC 403(B) PLAN | NEW YORK NY | 690 | $114.4M | $4.9M |
| 3 | PORTER HEDGES LLP |
HOUSTON TX |
| 142 |
| $66.3M |
| $2.5M |
| 4 | PORTER HEDGES LLP PORTER HEDGES SALARY DEFERRAL 401(K) PLAN | HOUSTON TX | 90 | $46.8M | $2.3M |
| 5 | BUKAS LIGHTING GROUP, INC. BUKAS LIGHTING GROUP, INC. 401(K) PLAN | ST. CHARLES IL | 203 | $9.1M | $359K |