Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price Trust Company New Horizons Fund in their Schedule of Assets, totaling $9.2M 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 | CVR SERVICES, LLC CVR ENERGY 401(K) PLAN | SUGAR LAND TX | 994 | $226.1M | $5.6M |
| 2 | CVR SERVICES, LLC CVR ENERGY 401(K) PLAN FOR REPRESENTED EMPLOYEES | SUGAR LAND TX | 620 | $115.3M | $2.6M |
| 3 | HMT LLC HMT 401(K) RETIREMENT PLAN | THE WOODLANDS |
| 1,204 |
| $40.7M |
| $1.0M |
