Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Century Investments American Century Mid Cap Value Fund Investor Class in their Schedule of Assets, totaling $776K 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 | CREDIT UNION ONE CREDIT UNION ONE CAPITAL ACCUMULATION PLAN | FERNDALE MI | 338 | $30.6M | $657K |
| 2 | LION GROUP, INC. LION GROUP, INC. PROFIT SHARING PLAN AND TRUST | DAYTON OH | 1,037 | $37.4M | $119K |