Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Century Equity Income R6 Mutual fund N/A in their Schedule of Assets, totaling $1.3M 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 | LEHIGH HEAVY FORGE CORPORATION LEHIGH HEAVY FORGE CORPORATION UNION 401(K) SAVINGS PLAN & TRUST | BETHLEHEM PA | 123 | $12.1M | $817K |
| 2 | SIOUX VALLEY MEMORIAL HOSPITAL ASSOCIATION D/B/A CHEROKEE REGIONAL MED CHEROKEE REGIONAL MEDICAL CENTER TAX DEFERRED ANNUITY PLAN | CHEROKEE IA | 279 | $22.4M | $318K |
| 3 |
OKLAHOMA CITY OK |
| 1,483 |
| $38.9M |
| $162K |
