Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Harbor Capital Harbor Capital Appreciation instl in their Schedule of Assets, totaling $25.7M 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 | OXBOW CARBON LLC OXBOW AFFILIATED COMPANIES RETIREMENT PLAN | WEST PALM BEACH FL | 283 | $177.2M | $14.1M |
| 2 | BISSELL INC. BISSELL INC. 401(K) PLAN | GRAND RAPIDS MI | 909 | $144.4M | $6.4M |
| 3 | W.T. HUMPHREY, INC. W.T. HUMPHREY, INC. 401(K) PROFIT SHARING PLAN |
JACKSONVILLE NC |
| 130 |
| $11.4M |
| $2.8M |
| 4 | SMART FINANCIAL CREDIT UNION SMART FINANCIAL CREDIT UNION 401(K) PLAN | HOUSTON TX | 179 | $21.4M | $1.6M |
| 5 | BROOKS, INC. BROOKS PROFIT SHARING AND 401(K) PLAN | SUN PRAIRIE WI | 90 | $24.7M | $311K |
| 6 | RAINBOW TREE COMPANY RAINBOW TREE COMPANY 401(K) PLAN | MINNETONKA MN | 267 | $16.3M | $240K |
| 7 | TRUSTEES OF THE AGC OF AMERICA SD CHAPTER INC - HEALTH & WELFARE ASSOCIATED GENERAL CONTRACTORS OF AMERICA SAN DIEGO CHAPTER INC HEALTH & WELFARE TRUST FUND | SAN DIEGO CA | 1,560 | $5.7M | $139K |
| 8 | BENEFITS PLUS TRUST FUND WELFARE BENEFIT PLAN BENEFITS PLUS TRUST FUND WELFARE BENEFIT PLAN | SAN DIEGO CA | 589 | $5.1M | $48K |
