Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Century American Century Mid Cap Val R6 in their Schedule of Assets, totaling $9.5M 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 | EMSER TILE, LLC EMSER TILE, LLC 401(K) PLAN | LOS ANGELES CA | 820 | $54.3M | $2.2M |
| 2 | UNITED SERVICE ORGANIZATIONS, INC. UNITED SERVICE ORGANIZATIONS RETIREMENT SAVINGS PLAN | ARLINGTON VA | 671 | $87.6M | $1.1M |
| 3 | ATRICURE, INC. ATRICURE, INC. 401(K) PLAN |
MASON OH |
| 1,189 |
| $151.0M |
| $948K |
| 4 | THE JOHN STEWART COMPANY THE JOHN STEWART COMPANY 401(K) PLAN | SAN FRANCISCO CA | 1,355 | $66.6M | $858K |
| 5 | CHARLOTTE LATIN SCHOOLS, INC. CHARLOTTE LATIN SCHOOLS, INC. RETIREMENT INCOME PLAN | CHARLOTTE NC | 399 | $59.6M | $836K |
| 6 | BEVERLY HOSPITAL BEVERLY HOSPITAL MATCHING SAVINGS PLAN | MONTEBELLO CA | 219 | $41.0M | $659K |
| 7 | HENDRICKS HOLDING CO., INC. HENDRICKS GROUP 401(K) PLAN | BELOIT WI | 2,198 | $73.6M | $642K |
| 8 | CP KELCO U.S. INC. CP KELCO NONUNION 401(K) RETIREMENT SAVINGS PLAN | HOFFMAN ESTATES IL | 334 | $101.7M | $615K |
| 9 | CARE INITIATIVES CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN | WEST DES MOINES IA | 3,365 | $33.8M | $404K |
| 10 | THE SOLOMON R. GUGGENHEIM FOUNDATION THE SOLOMON R. GUGGENHEIM FOUNDATION 403(B) RETIREMENT PLAN | NEW YORK NY | 482 | $56.3M | $304K |
