Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Century American Century Sm Cap Val R6 in their Schedule of Assets, totaling $6.6M 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 | PUBLIC HEALTH INSTITUTE PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT PLAN | OAKLAND CA | 899 | $276.2M | $5.3M |
| 2 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 403(B) PLAN | LATHAM NY | 21,939 | $647.6M | $1.1M |
| 3 | NORWICH UNIVERSITY NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
NORTHFIELD VT |
| 1,016 |
| $175.8M |
| $235K |
| 4 | DAVENPORT UNIVERSITY DAVENPORT UNIVERSITY RETIREMENT PLAN | GRAND RAPIDS MI | 1,506 | $164.2M | $38K |
