Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Century Disciplined Core Val Inv in their Schedule of Assets, totaling $3.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOERNS, LLC JOERNS HEALTHCARE RETIREMENT PLAN | CHARLOTTE NC | 763 | $19.5M | $2.2M |
| 2 | UNLIMITED CONSTRUCTION SERVICES INC. UNLIMITED CONSTRUCTION SERVICES INC. 401(K) PROFIT SHARING PLAN | LIHUE HI | 139 | $14.4M | $1.0M |
