Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Centur Mid-Cap Val R6 Mutual Fund in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KELLY & ASSOCIATES INSURANCE GROUP, INC. KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN | SPARKS MD | 559 | $68.2M | $2.3M |
| 2 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $687K |
| 3 | GEARHEART COMMUNICATIONS COMPANY, INC. |
HAROLD KY |
| 134 |
| $13.5M |
| $374K |
| 4 | LA FRONTERA CENTER, INC. LA FRONTERA CENTER, INC. 403(B) PLAN | TUCSON AZ | 1,423 | $21.0M | $70K |
| 5 | ANALYGENCE, INC. ANALYGENCE, INC. 401(K) PLAN | FULTON MD | 316 | $10.1M | $29K |
