Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding New Horizons - I CL Mutual Fund in their Schedule of Assets, totaling $12.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | YANCEY BROS. CO YANCEY BROS. EMPLOYEES' 401(K) PROFIT SHARING PLAN | AUSTELL GA | 2,186 | $231.8M | $7.1M |
| 2 | KIMCO REALTY CORPORATION KIMCO REALTY CORPORATION 401(K) PLAN | JERICHO NY | 708 | $237.2M | $5.2M |