Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Harbor Funds Harbor Capital Appreciation Institutional in their Schedule of Assets, totaling $8.2M 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 | LMH SERVICE, INC. THE LMH 401(K) RETIREMENT AND SAVINGS PLAN | HUNTINGTON BEACH CA | 1,520 | $54.2M | $3.5M |
| 2 | WEAVER CONSULTANTS GROUP, LLC WEAVER COMPANIES 401(K) PLAN | CHICAGO IL | 608 | $48.7M | $1.8M |
| 3 | HOSPICE & PALLIATIVE CARE CHARLOTTE REGION HOSPICE & PALLIATIVE CARE CHARLOTTE REGION SAVINGS AND INCENTIVE PARTNERSHIP PLAN |
CHARLOTTE NC |
| 979 |
| $44.8M |
| $1.5M |
| 4 | PRINCETON UNIVERSITY PRESS PRINCETON UNIVERSITY PRESS DC RETIREMENT PLAN | PRINCETON NJ | 145 | $61.9M | $827K |
| 5 | MEDCENTRAL HEALTH SYSTEM MEDCENTRAL HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN | MANSFIELD OH | 1,146 | $100.3M | $499K |