Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding T.Rowe Price New Horizon - in their Schedule of Assets, totaling $10.0M 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 | PEOPLES BANCORP INC. PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN | MARIETTA OH | 1,449 | $130.2M | $2.8M |
| 2 | GOLDBERG KOHN LTD. GOLDBERG KOHN LTD. INDIVIDUAL ACCOUNT PLAN | CHICAGO IL | 121 | $131.9M | $2.4M |
| 3 | ROCKWOOD CAPITAL, LLC ROCKWOOD CAPITAL 401(K) RETIREMENT PLAN |
SAN FRANCISCO CA |
| 80 |
| $61.1M |
| $2.0M |
| 4 | CRITICAL PROCESS SYSTEMS GROUP CRITICAL PROCESS SYSTEMS GROUP 401(K) PLAN | COLCHESTER VT | — | $0 | $1.1M |
| 5 | PALM COAST DATA LLC PALM COAST DATA LLC 401(K) PLAN | BUNNELL FL | 67 | $17.9M | $720K |
| 6 | HA INTERNATIONAL, LLC HA INTERNATIONAL, LLC RETIREMENT SAVINGS PLAN | WESTMONT IL | 130 | $27.5M | $575K |
| 7 | SURFACE COMBUSTION, INC. SURFACE COMBUSTION, INC. PROFIT SHARING/401(K) PLAN | MAUMEE OH | 85 | $21.4M | $304K |
| 8 | PEERLESS STEEL COMPANY PEERLESS STEEL COMPANY EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | TROY MI | 142 | $9.4M | $86K |
| 9 | THE TOWBES GROUP, INC. THE TOWBES GROUP SALARY SAVINGS PLAN | SANTA BARBARA CA | 110 | $10.5M | $45K |
