Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Harbor Funds Harbor Capital Appreciation Retirement in their Schedule of Assets, totaling $2.0M 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 | PB RESTAURANTS, LLC EARL ENTERPRISES RETIREMENT SAVINGS PLAN | ORLANDO FL | 8,647 | $32.2M | $1.2M |
| 2 | SUPERIOR FABRICATION COMPANY LLC SUPERIOR FABRICATION COMPANY LLC 401(K) SAVINGS AND INVESTMENT PLAN | KINCHELOE MI | 27 | $4.6M | $881K |
