Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price New Era # in their Schedule of Assets, totaling $1.0M 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 | ZRS MANAGEMENT, LLC ZRS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 2,003 | $60.1M | $318K |
| 2 | CANFOR SOUTHERN PINE, INC. CANFOR SOUTHERN PINE, INC. 401(K) PLAN | MYRTLE BEACH SC | 2,566 | $141.7M | $242K |
| 3 | SANDHILLS GLOBAL, INC. SANDHILLS 401(K) PLAN |
LINCOLN NE |
| 942 |
| $78.0M |
| $200K |
| 4 | RUSSO HARDWARE INC RUSSO HARDWARE INC 401(K) PLAN | SCHILLER PARK IL | 181 | $15.5M | $169K |
| 5 | CATHEXIS INVESTMENT MANAGEMENT, LP CATHEXIS INVESTMENT MANAGEMENT, LP 401(K) PLAN | HOUSTON TX | 124 | $9.3M | $40K |
| 6 | TOMZ CORPORATION TOMZ CORPORATION 401K PROFIT SHARING PLAN | BERLIN CT | 218 | $9.6M | $29K |
| 7 | WEST SIDE MONTESSORI SCHOOL WEST SIDE MONTESSORI SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 86 | $10.8M | $17K |
| 8 | TOP RX, LLC TOP RX, LLC SAVINGS AND RETIREMENT PLAN | BARTLETT TN | 242 | $14.4M | $7K |
