Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Centur Mid-Cap Val R6 Registered Investment Company in their Schedule of Assets, totaling $1.7M 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 | SARES-REGIS OPERATING COMPANY, LP SARES REGIS GROUP 401(K) PLAN | NEWPORT BEACH CA | 1,071 | $91.5M | $1.2M |
| 2 | MOMENTOUS INSTITUTE MOMENTOUS INSTITUTE TDA RETIREMENT PLAN | DALLAS TX | 134 | $10.5M | $263K |
| 3 | MOMENTOUS INSTITUTE MOMENTOUS INSTITUTE RETIREMENT PLAN |
DALLAS TX |
| 110 |
| $8.2M |
| $218K |
