Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Century Equity Income in their Schedule of Assets, totaling $3.7M 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 | TOWER LABORATORIES LTD. TOWER LABORATORIES 401(K) PLAN | CENTERBROOK CT | 268 | $22.3M | $1.6M |
| 2 | RETTEW ASSOCIATES, INC. RETTEW ASSOCIATES INC 401(K) & PROFIT SHARING PLAN | LANCASTER PA | 298 | $43.3M | $804K |
| 3 | SANDESTIN BEACH HOTEL, LTD SANDESTIN BEACH HOTEL, LTD 401(K) RETIREMENT SAVINGS PLAN |
MIRAMAR BEACH FL |
| 597 |
| $13.4M |
| $651K |
| 4 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $443K |
| 5 | TOMZ CORPORATION TOMZ CORPORATION 401K PROFIT SHARING PLAN | BERLIN CT | 218 | $9.6M | $122K |
| 6 | ABODE SERVICES ABODE SERVICES 403(B) PLAN | FREMONT CA | 690 | $8.4M | $49K |
| 7 | ROCKY MOUNTAIN GASTROENTEROLOGY ASSOC. ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | LAKEWOOD CO | 131 | $55.6M | $25K |
| 8 | WAKE FOREST UNIVERSITY WAKE FOREST UNIVERSITY RETIREMENT PLAN | WINSTON SALEM NC | 3,314 | $889.4M | $6K |
