Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding T. Rowe Price** New Horizons in their Schedule of Assets, totaling $63.2M 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 | MARRIOTT VACATIONS WORLDWIDE CORP. MARRIOTT VACATIONS WORLDWIDE CORP. 401(K) | ORLANDO FL | 16,954 | $903.0M | $25.5M |
| 2 | PALANTIR TECHNOLOGIES INC. PALANTIR TECHNOLOGIES 401(K) PLAN | DENVER CO | 2,778 | $393.3M | $10.5M |
| 3 | SUBURBAN EMPLOYEE SERVICES, LLC SUBURBAN COLLECTION 401(K) PLAN |
BIRMINGHAM MI |
| 941 |
| $61.7M |
| $4.0M |
| 4 | MONROE ENERGY, LLC MONROE ENERGY RETIREMENT PLAN | TRAINER PA | 531 | $186.4M | $3.3M |
| 5 | PROVIDENCE COLLEGE PROVIDENCE COLLEGE 403(B) PLAN | PROVIDENCE RI | 1,010 | $393.5M | $2.9M |
| 6 | SYMRISE INC. SYMRISE INC. RETIREMENT PLAN | TETERBORO NJ | 188 | $49.4M | $2.5M |
| 7 | DREYER & REINBOLD, INC. DREYER & REINBOLD, INC. SAVINGS PLAN | INDIANAPOLIS IN | 211 | $26.2M | $2.4M |
| 8 | INTELLIDYNE, LLC INTELLIDYNE, LLC 401(K) PLAN | VIENNA VA | 209 | $37.5M | $2.4M |
| 9 | HAMILTON LANE ADVISORS, LLC HAMILTON LANE ADVISORS, LLC 401(K) PLAN | CONSHOHOCKEN PA | 599 | $94.9M | $1.9M |
| 10 | BLEVINS, INC. BLEVINS, INC. RETIREMENT PLAN | NASHVILLE TN | 509 | $46.4M | $1.5M |
