Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Century Equity Income R6 in their Schedule of Assets, totaling $2.4M 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 | AH CAPITAL MANAGEMENT, L.L.C. AH CAPITAL MANAGEMENT, L.L.C. 401(K) PLAN | MENLO PARK CA | 560 | $96.3M | $996K |
| 2 | E.L. ROBINSON ENGINEERING CO. E.L. ROBINSON ENGINEERING 401(K) PLAN | CHARLESTON WV | 143 | $24.3M | $680K |
| 3 | PLAN PROFESSIONALS, LLC PEP SMART NATIONAL POOLED EMPLOYER PLAN |
SHREWSBURY NJ |
| 2,884 |
| $62.6M |
| $430K |
| 4 | JL MARINE SYSTEMS, INC. JL MARINE SYSTEMS, INC. 401(K) PLAN | TAMPA FL | 140 | $7.5M | $220K |
| 5 | TRAJECTOR MEDICAL, LLC TRAJECTOR HOLDINGS SAVINGS PLAN | GAINESVILLE FL | 773 | $14.9M | $96K |
| 6 | CANNON CHEVROLET CADILLAC CANNON CHEVROLET CADILLAC 401(K) PLAN | GREENWOOD MS | 675 | $9.4M | $15K |
