Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Harbor Harbor Capital Appreciation Fund in their Schedule of Assets, totaling $35.9M 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 | BEMIS MANUFACTURING COMPANY BEMIS EMPLOYEES' SAVINGS PLAN | SHEBOYGAN FALLS WI | 385 | $107.6M | $21.3M |
| 2 | BEMIS MANUFACTURING COMPANY BEMIS MANUFACTURING COMPANY EXTRA RETIREMENT SAVINGS AND TRUST | SHEBOYGAN FALLS WI | 847 | $53.3M | $6.3M |
| 3 | RESTAURANT SUPPLY CHAIN SOLUTIONS, LLC |
LOUISVILLE KY |
| 178 |
| $52.1M |
| $4.2M |
| 4 | INCLUDED HEALTH, INC. INCLUDED HEALTH 401(K) PLAN | SAN FRANCISCO CA | 2,022 | $112.1M | $2.4M |
| 5 | EPISCOPAL HIGH SCHOOL EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ALEXANDRIA VA | 199 | $71.6M | $1.4M |
| 6 | METAL MANAGEMENT, INC. THE ISAAC CORPORATION PENSION PLAN MMI 98 | CHICAGO IL | 0 | $5.4M | $202K |
| 7 | METAL MANAGEMENT, INC. METAL MANAGEMENT AEROSPACE, INC. RETIREMENT PLAN | CHICAGO IL | 0 | $5.1M | $99K |
