Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Harbor Harbor Capital Appreciation Retirement in their Schedule of Assets, totaling $77.9M 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 | TRINITY HEALTH CORPORATION GENESIS HEALTH SYSTEM RETIREMENT SAVINGS PLAN | LIVONIA MI | 4,699 | $360.7M | $58.4M |
| 2 | KINSLEY ENTERPRISES, INC. THE KINSLEY 401(K) PLAN | SEVEN VALLEYS PA | 3,921 | $218.1M | $3.9M |
| 3 | POWERS & SONS CONSTRUCTION CO. POWERS & SONS CONSTRUCTION CO. PROFIT SHARING & 401(K) PLAN |
GARY IN |
| 94 |
| $17.1M |
| $3.8M |
| 4 | ADVANCED PRESSURE TECHNOLOGY ADVANCED PRESSURE TECHNOLOGY 401(K) PROFIT SHARING RETIREMENT PLAN | NOBLESVILLE IN | 340 | $25.5M | $3.4M |
| 5 | KINSLEY CONSTRUCTION, INC. KINSLEY CONSTRUCTION, INC. RETIREMENT PLAN | YORK PA | 3,709 | $197.2M | $2.9M |
| 6 | RUXER FORD LINCOLN, INC. RUXER FORD LINCOLN, INC. EMPLOYEES PROFIT SHARING AND SAVINGS PLAN | JASPER IN | 100 | $18.0M | $2.0M |
| 7 | ARGENT FINANCIAL GROUP, INC. ARGENT FINANCIAL GROUP 401(K) PLAN | RUSTON LA | 505 | $76.0M | $1.4M |
| 8 | PIEDMONT HEALTH SERVICES, INC PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN | CHAPEL HILL NC | 604 | $43.2M | $776K |
| 9 | MILLENNIUM PHYSICIANS ASSOCIATION, PLLC MILLENNIUM PHYSICIANS ASSOCIATION, PLLC 401(K) PLAN | THE WOODLANDS TX | 379 | $17.1M | $707K |
| 10 | CREA, LLC CREA, LLC RETIREMENT READINESS 401(K) PLAN | INDIANAPOLIS IN | 145 | $21.6M | $671K |
