Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s Harbor Harbor Capital Appreciation Retirement Class N/A in their Schedule of Assets, totaling $3.0M 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 | UPMC ALTOONA ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN | ALTOONA PA | 816 | $15.7M | $3.0M |
