Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MUTUAL OF OMAHA HARBOR CAPITAL APPRECIATION FU in their Schedule of Assets, totaling $381K 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 | SPAN CONSTRUCTION & ENGINEERING, INC. SPAN CONSTRUCTION & ENGINEERING, INC. 401(K) RETIREMENT PLAN | MADERA CA | 216 | $11.6M | $381K |
