Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Harbor Funds Harbor Capital Appreciation AD in their Schedule of Assets, totaling $4.8M 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 | BLUE RIDGE HEALTHCARE SYSTEM BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN | MORGANTON NC | 2,422 | $113.3M | $4.8M |
