Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Harbor Harbor Capital Appreciation Instl in their Schedule of Assets, totaling $125.2M 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 | SPARROW HEALTH SYSTEM SPARROW HEALTH SYSTEM ASSOCIATE RETIREMENT SAVINGS PLAN | LANSING MI | 8,310 | $806.5M | $63.5M |
| 2 | OPEN SOCIETY INSTITUTE OPEN SOCIETY INSTITUTE RETIREMENT PLAN | NEW YORK NY | 278 | $230.0M | $32.7M |
| 3 | ST. LAWRENCE HEALTH SYSTEM, INC. |
POTSDAM NY |
| 2,142 |
| $173.1M |
| $5.8M |
| 4 | KLEIN'S SHOPRITE OF MARYLAND KLEIN'S SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN | FOREST HILL MD | 701 | $32.2M | $5.1M |
| 5 | THE AMERICAN NATIONAL BANK OF TEXAS THE AMERICAN NATIONAL BANK OF TEXAS 401(K) PROFIT SHARING PLAN | TERRELL TX | 581 | $68.5M | $4.9M |
| 6 | HMMG, LLC HUGHSTON HEALTHCARE 401(K) PLAN | COLUMBUS GA | 998 | $60.8M | $4.9M |
| 7 | SPARROW HEALTH SYSTEM SPARROW HEALTH SYSTEM ASSOCIATE RETIREMENT PLAN FOR 403(B) TRANSFERS | LANSING MI | 405 | $26.7M | $2.3M |
| 8 | SPARROW DEVELOPMENT, INC. SPARROW HEALTH SYSTEM AFFILIATE 401(K) PLAN | LANSING MI | 324 | $6.1M | $1.9M |
| 9 | ROBERT D. GILMORE & ASSOCIATES, INC. ROBERT D. GILMORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NEW BRITAIN PA | 182 | $28.9M | $1.9M |
| 10 | BOEHL STOPHER & GRAVES, LLP BOEHL STOPHER & GRAVES AMENDED AND RESTATED RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 33 | $16.4M | $1.2M |
