Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Harbor Capital Harbor Capital—Appreciation Retirement in their Schedule of Assets, totaling $50.4M 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 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $28.4M |
| 2 | GENERAL ATLANTIC SERVICE COMPANY, L.P. GENERAL ATLANTIC SERVICE COMPANY, L.P. RETIREMENT PLAN | NEW YORK NY | 420 | $128.2M | $7.4M |
| 3 | GUNDERSON MARINE, LLC |
PORTLAND OR |
| 319 |
| $35.7M |
| $6.0M |
| 4 | PREMIER INTEGRATED MEDICAL ASSOCIATES, LTD. PREMIER INTEGRATED MEDICAL ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN | DAYTON OH | 210 | $37.2M | $2.0M |
| 5 | CPI SECURITY SYSTEMS, INC. CPI SECURITY SYSTEMS, INC. 401(K) PLAN | CHARLOTTE NC | 736 | $40.7M | $1.7M |
| 6 | VOSS AUTOMOTIVE, INC. VOSS AUTOMOTIVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FORT WAYNE IN | 129 | $17.9M | $1.1M |
| 7 | CENTER FOR FAMILY HEALTH CENTER FOR FAMILY HEALTH 403(B) EMPLOYER RETIREMENT PLAN | JACKSON MI | 261 | $14.0M | $973K |
| 8 | U.S. CAD U.S. CAD 401(K) PLAN | IRVINE CA | 147 | $9.8M | $838K |
| 9 | ONE HOPE UNITED ONE HOPE UNITED 403(B) PLAN | CHICAGO IL | 818 | $9.4M | $572K |
| 10 | TSFR APPLE VENTURE LLC TSFR 401(K) PLAN | LIVONIA MI | 3,511 | $12.2M | $389K |
