Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Century American Century in Retirement III in their Schedule of Assets, totaling $10.1M 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 | THE UNIVERSITY OF PHOENIX, INC. THE UNIVERSITY OF PHOENIX, INC. SAVINGS AND INVESTMENT PLAN | PHOENIX AZ | 6,104 | $586.0M | $7.9M |
| 2 | BROOKWOOD FINANCIAL PARTNERS, LLC BROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN | BEVERLY MA | 86 | $13.9M | $1.2M |
| 3 | BW GAS & CONVENIENCE HOLDINGS, LLC |
FORT WORTH TX |
| 3,450 |
| $26.9M |
| $1.1M |
