Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Century Investments American Century Mid Cap Value in their Schedule of Assets, totaling $8.5M 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 | BERKADIA COMMERCIAL MORTGAGE LLC BERKADIA 401(K) RETIREMENT PLAN | AMBLER PA | 1,461 | $334.3M | $5.6M |
| 2 | ANDERSON HEALTHCARE ANDERSON HEALTHCARE 403(B) PLAN | MARYVILLE IL | 1,640 | $93.9M | $1.6M |
| 3 | SUPER RADIATOR COILS LIMITED PARTNERSHIP SUPER RADIATOR COILS 401(K) PLAN |
CHASKA MN |
| 553 |
| $54.1M |
| $791K |
| 4 | ODYSSEY HOLDINGS LTD. REPUBLIC - ODYSSEY 401(K) PLAN | OAK BROOK IL | 490 | $36.6M | $425K |
| 5 | TRULY NOLEN OF AMERICA, INC. TRULY NOLEN OF AMERICA, INC. PROFIT SHARING AND SAVINGS PLAN | TUCSON AZ | 828 | $43.0M | $78K |
| 6 | LANCASTER ARCHERY SUPPLY, INC. LANCASTER ARCHERY SUPPLY 401(K) PLAN | LEOLA PA | 131 | $9.9M | $6K |
