Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Century American Century Mid-Cap Value Fund in their Schedule of Assets, totaling $6.8M 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 | COLLEGIATE SCHOOL COLLEGIATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 207 | $135.8M | $1.4M |
| 2 | REGUS MANAGEMENT GROUP, LLC REGUS MANAGEMENT GROUP, LLC 401(K) SAVINGS PLAN | ADDISON TX | 2,561 | $130.6M | $1.1M |
| 3 | KANNEGIESSER ETECH, INC. KANNEGIESSER ETECH, INC. 401(K) PLAN |
MINNEAPOLIS MN |
| 206 |
| $20.1M |
| $723K |
| 4 | ASSOCIATION FOR MATERIALS PROTECTION AND PERFORMANCE AMPP 401(K) THRIFT TRUST | HOUSTON TX | 159 | $30.9M | $610K |
| 5 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $562K |
| 6 | U.S. TOBACCO COOPERATIVE INC. U.S. TOBACCO COOPERATIVE 401(K) PLAN | RALEIGH NC | 271 | $23.3M | $489K |
| 7 | OLIVER HEALTHCARE PACKAGING COMPANY OLIVER HEALTHCARE PACKAGING COMPANY 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 1,042 | $95.9M | $462K |
| 8 | FLAGLER COLLEGE FLAGLER COLLEGE DC RETIREMENT PLAN | SAINT AUGUSTINE FL | 333 | $56.4M | $291K |
| 9 | CASE SYSTEMS INC. CASE SYSTEMS INC. EMPLOYEE DEFERRED COMPENSATION PLAN | MIDLAND MI | 165 | $10.9M | $220K |
| 10 | KOMPASS KAPITAL MANAGEMENT LLC KOMPASS KAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | OVERLAND PARK KS | 463 | $18.4M | $176K |
