Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 32 retirement plans report an interest in this investment, totaling $484.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: T Rowe Price NEW Horizons Trust, T Rowe Price NEW Horizons I, T Rowe Price NEW Horizons, T Rowe Price - NEW Horizons, T Rowe Price NEW Horizons TR A. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY NY | 23,089 | $5.4B | $140.6M |
| 2 | WSP USA BUILDINGS INC. WSP USA RETIREMENT SAVINGS PLAN | NEW YORK NY | 16,143 | $3.3B | $116.7M |
| 3 | EMCOR GROUP, INC. EMCOR GROUP, INC. 401(K) SAVINGS PLAN | NORWALK CT | 12,965 | $1.7B | $76.0M |
| 4 | XEROX CORPORATION XEROX PARTICIPANT DIRECTED POOL | NORWALK CT | — | $4.0B | $46.2M |
| 5 | XEROX CORPORATION XEROX DEFINED CONTRIBUTION PLAN TRUST | NORWALK CT | — | $4.0B | $43.2M |
| 6 | VANASSE HANGEN BRUSTLIN, INC. VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN | WATERTOWN MA | 2,079 | $464.0M | $15.6M |
| 7 | BOARD OF TRUSTEES ANNUITY FUND IBEW LOCAL 96 ANNUITY PLAN IBEW LOCAL 96 | WALLINGFORD CT | 730 | $103.2M | $13.5M |
| 8 | ORANGE BUSINESS SERVICES ORANGE GROUP 401(K) PLAN | RESTON VA | 494 | $473.8M | $11.4M |
| 9 | LIVERAMP HOLDINGS, INC. LIVERAMP INC. LIVERAMP HOLDINGS, INC. RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,178 | $557.6M | $9.3M |
| 10 | SPECTRIS, INC. THE SPECTRIS GROUP SAFE HARBOR 401(K) RETIREMENT PLAN | WESTBOROUGH MA | 1,929 | $272.7M | $5.2M |
