Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Standard Insurance Company Harbor Capital Appreciation in their Schedule of Assets, totaling $8.7M 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 | AMOCO FEDERAL CREDIT UNION AMOCO FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | TEXAS CITY TX | 286 | $35.1M | $3.6M |
| 2 | THE COOPER CLINIC, A PROFESSIONAL ASSOC. THE COOPER CLINIC, A PROFESSIONAL ASSOCIATION 401(K) PLAN | DALLAS TX | 208 | $38.7M | $3.3M |
| 3 | TEXAS TRUST CREDIT UNION |
MANSFIELD TX |
| 311 |
| $18.5M |
| $1.8M |
