Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price New America Growth Fund in their Schedule of Assets, totaling $30.2M 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 | JOHNSON BROTHERS LIQUOR COMPANY JOHNSON BROTHERS 401(K) PLAN | ST. PAUL MN | 3,551 | $337.3M | $26.6M |
| 2 | SPECIAL PEOPLE IN NORTHEAST, INC. SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) PLAN | PHILADELPHIA PA | 1,072 | $50.7M | $3.5M |
| 3 | L.T. HAMPEL CORP HAMPEL 401(K) SAVINGS PLAN |
GERMANTOWN WI |
| 116 |
| $8.4M |
| $38K |
| 4 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $4K |
