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 Horizon Mutual fund in their Schedule of Assets, totaling $13.4M 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 | MAYNARD NEXSEN PC MAYNARD NEXSEN PC 401(K) MASTER TRUST | BIRMINGHAM AL | — | $419.0M | $7.2M |
| 2 | QUALYS, INC. QUALYS, INC. 401(K) PLAN | FOSTER CITY CA | 568 | $82.2M | $2.1M |
| 3 | VAA, LLC VAA, LLC PROFIT SHARING PLAN | PLYMOUTH MN |
| 249 |
| $62.2M |
| $1.7M |
| 4 | ICR, LLC ICR, LLC 401(K) PLAN | NORWALK CT | 343 | $60.5M | $1.3M |
| 5 | GREATER LYNN SENIOR SERVICES, INC. GREATER LYNN SENIOR SERVICES, INC. TAX SHELTERED ANNUITY PLAN | LYNN MA | 233 | $13.1M | $517K |
| 6 | CRIMSON WINE GROUP, LTD. CRIMSON WINE GROUP 401(K) PROFIT SHARING PLAN | NAPA CA | 199 | $16.3M | $274K |
| 7 | RECIPROCAL MANAGEMENT CORPORAT RECIPROCAL MANAGEMENT CORPORATION 401(K) RETIREMENT PLAN | PRINCETON NJ | 298 | $21.1M | $258K |
| 8 | TECHE ACTION BOARD INC. TECHE ACTION BOARD INC. 401(K) PLAN | FRANKLIN LA | 177 | $8.0M | $89K |