Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price T. Rowe Price New Horizon in their Schedule of Assets, totaling $8.0M 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 | SNYDER & ASSOCIATES, INC. SNYDER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ANKENY IA | 297 | $60.0M | $2.9M |
| 2 | MCCORMICK, BARSTOW, SHEPPARD, WAYTE & CARRUTH, LLP MCCORMICK BARSTOW 401(K) RETIREMENT PLAN | FRESNO CA | 142 | $114.4M | $1.9M |
| 3 | ALASKA HEART INSTITUTE, LLC |
ANCHORAGE AK |
| 272 |
| $74.5M |
| $1.7M |
| 4 | ELECTRIC MOTOR & CONTRACTING CO., INC. ELECTRIC MOTOR & CONTRACTING CO., INC. 401(K) PROFIT SHARING PLAN | CHESAPEAKE VA | 250 | $31.4M | $876K |
| 5 | BURKERT USA CORP BURKERT USA CORP PLAN AND RETIREMENT TRUST | HUNTERSVILLE NC | 168 | $25.9M | $333K |
| 6 | PRECISION HELIPARTS, INC. PAG HOLDING CORP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 223 | $17.9M | $185K |
