Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Century Investments American Century Small Cap Value Fund R6 Class in their Schedule of Assets, totaling $16.6M 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 | PIH HEALTH, INC PIH HEALTH, INC. 403(B) PLAN | WHITTIER CA | 7,342 | $423.3M | $8.2M |
| 2 | PIH HEALTH GOOD SAMARITAN HOSPITAL THE GOOD SAMARITAN HOSPITAL 401(K) RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,228 | $234.7M | $4.4M |
| 3 | TMG INSURANCE SERVICES, LLC THE MUTUAL GROUP 401(K) PLAN |
WEST DES MOINES IA |
| 482 |
| $183.5M |
| $1.7M |
| 4 | PIH HEALTH PIH HEALTH, INC. 401(A) PLAN | WHITTER CA | 7,079 | $193.6M | $1.6M |
| 5 | TIRECO, INC. TIRECO, INC. 401(K) PROFIT SHARING PLAN | GARDENA CA | 748 | $45.5M | $332K |
| 6 | SIMPLIFI HOLDINGS, LLC SIMPLIFI 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 623 | $60.2M | $250K |
| 7 | SCOSCHE INDUSTRIES, INC. SCOSCHE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | OXNARD CA | 163 | $25.7M | $51K |
