Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding T.Rowe Price T. Rowe Price New Horizons in their Schedule of Assets, totaling $78.0M 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 | SCHENKER, INC SCHENKER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | CHESAPEAKE VA | 8,670 | $464.9M | $23.8M |
| 2 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $15.6M |
| 3 | CENTURY ALUMINUM COMPANY CENTURY ALUMINUM 401(K) PLAN |
CHICAGO IL |
| 1,434 |
| $149.7M |
| $7.9M |
| 4 | TRINITY HEALTH CORPORATION GENESIS HEALTH SYSTEM RETIREMENT SAVINGS PLAN | LIVONIA MI | 4,699 | $360.7M | $6.8M |
| 5 | OXBOW CARBON LLC OXBOW AFFILIATED COMPANIES RETIREMENT PLAN | WEST PALM BEACH FL | 283 | $177.2M | $4.9M |
| 6 | EYE SURGEONS OF RICHMOND, INC. EYE SURGEONS OF RICHMOND, INC. PROFIT SHARING PLAN & TRUST | RICHMOND VA | 335 | $68.8M | $3.4M |
| 7 | TRINITY HEALTH CORPORATION GENESIS EMPLOYER CONTRIBUTION PLAN | LIVONIA MI | 4,699 | $144.6M | $2.8M |
| 8 | BOWMAN CONSULTING GROUP, LTD. BOWMAN CONSULTING GROUP, LTD. RETIREMENT PLAN | RESTON VA | 2,122 | $164.7M | $2.8M |
| 9 | BUCKEYE READY-MIX, L.L.C. BUCKEYE READY-MIX, L.L.C. PROFIT SHARING PLAN | REYNOLDSBURG OH | 165 | $25.8M | $1.9M |
| 10 | NATIONAL AQUARIUM, INC NATIONAL AQUARIUM INC. 401(K) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 356 | $26.7M | $1.9M |
