Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price New Horizon in their Schedule of Assets, totaling $1.9M 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 | CRITICAL PROCESS SYSTEMS GROUP CRITICAL PROCESS SYSTEMS GROUP 401(K) PLAN | COLCHESTER VT | — | $0 | $1.1M |
| 2 | PALM COAST DATA LLC PALM COAST DATA LLC 401(K) PLAN | BUNNELL FL | 67 | $17.9M | $720K |
| 3 | CONCEPTS OF INDEPENDENCE, INC. CONCEPTS SALARY DEFERRAL 403(B) PLAN |
NEW YORK NY |
| 514 |
| $5.8M |
| $131K |
