Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Century Am Century Mid Cap Value Inv in their Schedule of Assets, totaling $3.5M 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 | SOUTHWESTERN UNIVERSITY SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES | GEORGETOWN TX | 461 | $117.0M | $2.3M |
| 2 | LINCOLN UNIVERSITY OF THE COMMONWEALTH SYSTEM OF HIGHER EDU LINCOLN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LINCOLN UNIVERSITY PA | 610 | $91.3M | $780K |
| 3 | DOMINICAN UNIVERSITY NEW YORK |
ORANGEBURG NY |
| 179 |
| $45.6M |
| $194K |
| 4 | THE WINDWARD SCHOOL WINDWARD SCHOOL RETIREMENT PLAN | WHITE PLAINS NY | 445 | $87.0M | $169K |
| 5 | CICATELLI ASSOCIATES INC. CICATELLI ASSOCIATES INC. 401(K) PLAN | NEW YORK NY | 128 | $17.0M | $115K |
