Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T. Rowe Price T.Rowe Price New Horizons I in their Schedule of Assets, totaling $26.7M 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 | ITOCHU INTERNATIONAL INC. ITOCHU INTERNATIONAL INC. 401(K) SAVINGS PLAN | NEW YORK NY | 390 | $175.8M | $12.8M |
| 2 | SPECTRIS, INC. THE SPECTRIS GROUP SAFE HARBOR 401(K) RETIREMENT PLAN | WESTBOROUGH MA | 1,929 | $272.7M | $5.2M |
| 3 | PRAIRIE BAND POTAWATOMI ENTERTAINMENT CORPORATION |
MAYETTA KS |
| 765 |
| $24.2M |
| $2.3M |
| 4 | GUNDERSON MARINE, LLC GUNDERSON MARINE 401(K) RETIREMENT SAVINGS PLAN | PORTLAND OR | 319 | $35.7M | $2.0M |
| 5 | ASMPT SMT USA, LLC ASMPT 401(K) PLAN | BILLERICA MA | 395 | $47.3M | $1.4M |
| 6 | EVANS, MECHWART, HAMBLETON & TILTON, INC. EVANS, MECHWART, HAMBLETON & TILTON, INC. SALARY DEFERRAL PLAN | NEW ALBANY OH | 323 | $66.4M | $868K |
| 7 | POINTS OF LIGHT FOUNDATION POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN | ATLANTA GA | 66 | $14.8M | $626K |
| 8 | LIBERTY BEHAVIORAL MANAGEMENT CORP LIBERTY MANAGEMENT UNION 401(K) PLAN | GLENVILLE NY | 405 | $9.7M | $384K |
| 9 | NATURAL GAS SERVICES GROUP, INC. NATURAL GAS SERVICES GROUP, INC. 401(K) PLAN | MIDLAND TX | 238 | $15.2M | $361K |
| 10 | CAPITAL TIRE, INC. THE CAPITAL TIRE GROUP PROFIT SHARING AND 401(K) PLAN | ROSSFORD OH | 180 | $9.2M | $213K |
