Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding T. Rowe Price Trowepr New Hrizns + in their Schedule of Assets, totaling $1.0M 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 | PAUL MILLER, INC. PAUL MILLER & ITS AFFILIATES 401(K) PLAN | PARSIPPANY NJ | 655 | $44.5M | $730K |
| 2 | REHMANN LLC REHMANN LLC 401K PLAN | SAGINAW MI | 1,009 | $217.2M | $274K |
