Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Century Equity Income Fund Mutual fund in their Schedule of Assets, totaling $36.4M 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 | JENNISON ASSOCIATES LLC JENNISON ASSOCIATES SAVINGS PLAN | NEW YORK NY | 416 | $485.9M | $35.1M |
| 2 | AEGIS PROJECT CONTROLS CORP. AEGIS PROJECT CONTROLS 401(K) | SILVER SPRING MD | 151 | $11.5M | $934K |
| 3 | BAC COMMUNITY BANK BAC COMMUNITY BANK 401(K) PLAN |
STOCKTON CA |
| 100 |
| $20.4M |
| $172K |
| 4 | VRX, INC. VRX, INC. RETIREMENT TRUST | PLANO TX | 197 | $11.2M | $144K |
| 5 | MARLINS TEAMCO LLC MARLINS TEAMCO LLC 401(K) PLAN | MIAMI FL | 195 | $21.4M | $112K |
