Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Harbor Harbor Capital Appreciation Retirement Fund in their Schedule of Assets, totaling $1.0M 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 | BESTWAY MOTOR LINES, INC. BRYAN SYSTEMS RETIREMENT SAVINGS PLAN | MONTPELIER OH | 113 | $7.1M | $860K |
| 2 | HATTIE LARLHAM CENTER FOR CHILDREN WITH DISABILITIES DBA HATTIE LARLHA HATTIE LARLHAM 403(B) RETIREMENT SAVINGS PLAN | MANTUA OH | 1,048 | $14.2M | $135K |
| 3 | INDEPENDENCE 4 SENIORS, INC. |
HINSDALE IL |
| 123 |
| $2.0M |
| $30K |
| 4 | K & R SALES, INC. K & R SALES 401(K) & PROFIT SHARING PLAN | LEBANON PA | 82 | $4.5M | $15K |
