Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price T. Rowe Price New Horizons N/R in their Schedule of Assets, totaling $48.1M 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 | BT AMERICAS HOLDINGS INC. BT U.S. RETIREMENT SAVINGS PLAN 401(K) | DALLAS TX | 648 | $652.2M | $43.8M |
| 2 | ANDERSON DAHLEN, INC. ANDERSON DAHLEN, INC. 401(K) & PROFIT SHARING PLAN | RAMSEY MN | 0 | $0 | $3.1M |
| 3 | COMMERCIAL BANK & TRUST OF PA COMMERCIAL BANK & TRUST OF PA EMPLOYEES' PROFIT SHARING RETIREMENT PLAN |
LATROBE PA |
| 78 |
| $18.0M |
| $1.1M |
| 4 | ALLIANCE PHARMA, INC. ALLIANCE PHARMA, INC. 401K PLAN | MALVERN PA | 144 | $5.6M | $137K |
