Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding New Horizons Fund in their Schedule of Assets, totaling $23.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EPSON AMERICA, INC. EPSON AMERICA, INC. 401(K) PLAN | LOS ALAMITOS CA | 1,486 | $457.1M | $10.4M |
| 2 | RINCON RESEARCH CORPORATION RINCON RESEARCH CORPORATION 401(K) PLAN | TUCSON AZ | 395 | $161.5M | $6.0M |
| 3 | NEW JERSEY EDUCATION ASSOCIATION NJEA SUPPLEMENTAL SAVINGS PLAN |
TRENTON NJ |
| 392 |
| $67.4M |
| $4.4M |
| 4 | BUTLER MACHINERY COMPANY BUTLER MACHINERY COMPANY RETIREMENT PLAN | FARGO ND | 954 | $231.4M | $2.4M |
