Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TRP NEW HORIZONS Registered investment company in their Schedule of Assets, totaling $40.0M 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 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN A | PHILADELPHIA PA | 1,527 | $750.8M | $22.4M |
| 2 | BUNGE NORTH AMERICA, INC. THE BUNGE DEFINED CONTRIBUTION MASTER TRUST | CHESTERFIELD MO | — | $563.1M | $16.0M |
| 3 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN B |
PHILADELPHIA PA |
| 714 |
| $39.6M |
| $864K |
| 4 | COZEN OCONNOR COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST | PHILADELPHIA PA | 335 | $28.0M | $756K |
