Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Harbor Funds Capital Appreciation Fund # in their Schedule of Assets, totaling $203.8M 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 | POINT32HEALTH POINT32HEALTH 401(K) PLAN | WATERTOWN MA | 4,237 | $1.3B | $173.9M |
| 2 | THE RAWLINGS COMPANY LLC THE RAWLINGS GROUP 401(K) PLAN | LAGRANGE KY | 1,593 | $126.1M | $8.2M |
| 3 | BERGSTROM CORPORATION, INC. BERGSTROM CORPORATION 401(K) PLAN |
NEENAH WI |
| 2,227 |
| $105.9M |
| $8.2M |
| 4 | PIPE FITTERS LOCAL UNION NO. 120 ANNUITY FUND PIPE FITTERS LOCAL UNION NO. 120 ANNUITY FUND | CLEVELAND OH | 1,461 | $99.1M | $5.9M |
| 5 | POINT32HEALTH HEALTH PLANS, INC. 401(K) & PROFIT SHARING PLAN | WESTBOROUGH MA | 1,008 | $61.3M | $3.3M |
| 6 | ZOLTEK CORPORATION ZOLTEK CORPORATION SAVINGS & PROFIT SHARING PLAN | ST. LOUIS MO | 376 | $20.7M | $1.7M |
| 7 | LONGBOW INDUSTRIES LPR CONSTRUCTION CO. PROFIT SHARING PLAN WITH 401(K) ARRANGEMENT | LOVELAND CO | 322 | $18.5M | $1.1M |
| 8 | LEADCAR SYSTEMS, INC. LEADCAR 401(K) PLAN | PRAIRIE DU SAC WI | 260 | $19.1M | $900K |
| 9 | CATHOLIC CHARITIES, INC. DIOCESE OF MADISON CATHOLIC CHARITIES, INC. DIOCESE OF MADISON RETIREMENT PLAN | MADISON WI | 118 | $7.5M | $497K |
| 10 | TANDEM HR, LLC TANDEM HR, LLC 401(K) PLAN | WESTCHESTER IL | 9,692 | $285.3M | $18K |
