Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price T. Rowe Price New America Growth in their Schedule of Assets, totaling $7.0M 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 | DWYER FRANCHISING LLC NEIGHBORLY 401(K) PROFIT SHARING PLAN | WACO TX | 1,582 | $71.8M | $3.0M |
| 2 | YELLOWSTONE LANDSCAPE, INC. YELLOWSTONE LANDSCAPE, INC. 401(K) PROFIT SHARING PLAN | BUNNELL FL | 3,136 | $39.1M | $2.7M |
| 3 | GERMANTOWN ACADEMY GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN |
FORT WASHINGTON PA |
| 318 |
| $101.9M |
| $1.4M |
