Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Harbor Harbor Capital Appreciation in their Schedule of Assets, totaling $66.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | P & M HOLDING GROUP, LLP P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN | SOUTHFIELD MI | 3,611 | $655.4M | $41.9M |
| 2 | B.L. HARBERT INTERNATIONAL, L.L.C. B.L. HARBERT INTERNATIONAL, L.L.C. RETIREMENT PLAN | BIRMINGHAM AL | 989 | $104.3M | $12.5M |
| 3 | P & M HOLDING GROUP, LLP |
SOUTHFIELD MI |
| 1,046 |
| $226.5M |
| $9.4M |
| 4 | BLUE FEDERAL CREDIT UNION BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN | CHEYENNE WY | 372 | $28.5M | $2.1M |
| 5 | THE VINCIT COMPANY, LLC THE VINCIT COMPANY, LLC 401(K) PLAN | CHATTANOOGA TN | 1,412 | $19.2M | $720K |
| 6 | S'DROL METALS, INC. S'DROL METALS, INC. 401(K) PLAN | DETROIT MI | 20 | $4.2M | $61K |
