Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 204 retirement plans report an interest in this investment, totaling $5.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: T Rowe Price NEW ERA Fund, T Rowe Price NEW ERA, T Rowe Price NEW ERA Fund I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | A&W MANAGEMENT HOLDINGS, LLC A&W ENERGY 401(K) PLAN | FORT WORTH TX | 116 | $7.0M | $348K |
| 2 | RICHARD DESIGN SERVICES, INC. RICHARD DESIGN SERVICES, INC. - FULL-TIME REGULAR 401(K) PLAN | BEAUMONT TX | 596 | $104.1M | $248K |
| 3 | DONNELLY-BOLAND AND ASSOCIATES DONNELLY-BOLAND AND ASSOCIATES 401(K) SAVINGS PLAN | PITTSBURGH PA | 383 | $48.4M | $247K |
| 4 | ELECTRO-METHODS, INC. ELECTRO-METHODS, INC 401(K) PLAN | SOUTH WINDSOR CT | 210 | $24.5M | $241K |
| 5 | E & M ELECTRIC AND MACHINERY, INC. E & M ELECTRIC AND MACHINERY, INC. 401(K) PROFIT SHARING PLAN | HEALDSBURG CA | 121 | $23.0M | $224K |
| 6 | MODEC INTERNATIONAL, INC. MODEC INTERNATIONAL, INC. 401(K) PLAN | HOUSTON TX | 280 | $128.9M | $178K |
| 7 | CARAN PRECISION ENG. & MFG. CORP. CARAN PRECISION ENG. & MFG. CORP. RETIREMENT SAVINGS PLAN | BREA CA | 251 | $16.2M | $175K |
| 8 | GRAIN & FEED ASSOCIATION OF ILLINOIS GRAIN & FEED ASSOCIATION OF ILLINOIS MEMBERS CHOICE 401(K) PLAN | SPRINGFIELD IL | 378 | $39.5M | $162K |
| 9 | WEST WICHITA FAMILY PHYSICIANS, P.A. WEST WICHITA FAMILY PHYSICIANS, P.A. PROFIT SHARING PLAN AND 401(K) | WICHITA KS | 193 | $75.0M | $148K |
| 10 | BIRMINGHAM HIDE & TALLOW CO., INC. BIRMINGHAM HIDE & TALLOW CO., INC. PROFIT SHARING PLAN & TRUST | BIRMINGHAM AL | 102 | $16.5M | $138K |
