Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Harbor Capital Harbor Capital Appreciation in their Schedule of Assets, totaling $70.1M 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 | BAYCARE CLINIC, L.L.P. BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY WI | 957 | $315.7M | $28.5M |
| 2 | LNR PROPERTY LLC STARWOOD PROPERTY TRUST, INC. SAVINGS PLAN | MIAMI BEACH FL | 308 | $116.6M | $13.0M |
| 3 | DEBORAH HEART & LUNG CENTER DEBORAH HEART AND LUNG CENTER 401(K) PLAN |
BROWNS MILLS NJ |
| 1,157 |
| $143.1M |
| $8.3M |
| 4 | ENSIGN UNITED STATES DRILLING INC. ENSIGN UNITED STATES DRILLING INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 2,516 | $103.0M | $7.2M |
| 5 | HILLTOP NATIONAL BANK HILLTOP NATIONAL BANK 401(K) SAVINGS PLAN | CASPER WY | 115 | $31.0M | $4.5M |
| 6 | BURNS INDUSTRIAL EQUIPMENT, INC. BURNS INDUSTRIAL EQUIPMENT, INC. 401(K) SAVINGS PLAN | WARRENDALE PA | 238 | $30.8M | $2.1M |
| 7 | TGI FRIDAY'S INC. TGI FRIDAY'S 401(K) PLAN | DALLAS TX | 1,336 | $52.3M | $1.4M |
| 8 | OTTERBEIN HOMES OTTERBEIN HOMES 401(K) PLAN | LEBANON OH | 2,076 | $28.9M | $1.3M |
| 9 | ECONOMY ADVERTISING COMPANY ECONOMY ADVERTISING COMPANY SALARY DEFERRAL PLAN | IOWA CITY IA | 83 | $11.2M | $1.3M |
| 10 | S.W. BAJUS, LTD. S.W. BAJUS, LTD. 401K PLAN & TRUST | ST. DAVIDS PA | 69 | $7.9M | $941K |
