Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding American Century American century small cap value fund in their Schedule of Assets, totaling $22.2M 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 | CONVERGEONE HOLDINGS, INC. C1 401(K) PLAN | BLOOMINGTON MN | 2,002 | $348.1M | $8.4M |
| 2 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $5.3M |
| 3 | THINK MUTUAL BANK THINK 401(K) PLAN |
ROCHESTER MN |
| 277 |
| $64.8M |
| $1.9M |
| 4 | LJB INC. LJB INC. EMPLOYEE RETIREMENT PLAN | MIAMISBURG OH | 295 | $47.9M | $1.2M |
| 5 | RJ VAN DRUNEN & SONS, INC. VAN DRUNEN FARMS 401(K) RETIREMENT AND SAVINGS PLAN & TRUST | MOMENCE IL | 831 | $77.6M | $1.0M |
| 6 | HINKLE LAW FIRM LLC HINKLE LAW FIRM LLC 401(K) EMPLOYEE BENEFIT PLAN | WICHITA KS | 122 | $40.8M | $975K |
| 7 | YAMAHA CORPORATION OF AMERICA YAMAHA CORPORATION OF AMERICA RETIREMENT SAVINGS PLAN | BUENA PARK CA | 438 | $130.3M | $835K |
| 8 | STEEL-CRAFT CORP. OF HARTFORD STEEL-CRAFT CORP. OF HARTFORD EMPLOYEES' 401(K) PROFIT-SHARING PLAN | HARTFORD WI | 510 | $25.2M | $559K |
| 9 | BALLY RIBBON MILLS THE BALLY RIBBON MILLS PROFIT SHARING 401(K) PLAN | BALLY PA | 257 | $35.9M | $324K |
| 10 | PUGH LUBRICANTS LLC CADENCE PETROLEUM GROUP EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN | ASHEBORO NC | 481 | $34.1M | $317K |
