Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Century Investments Small Cap Value Fund in their Schedule of Assets, totaling $8.4M 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 | $2.6M |
| 2 | CATO CORPORATION THE CATO CORPORATION 401(K)/PROFIT SHARING PLAN | CHARLOTTE NC | 2,792 | $72.9M | $2.5M |
| 3 | NEW PROCESS STEEL, L.P. NEW PROCESS STEEL, L.P. EMPLOYEE RETIREMENT & SAVINGS TRUST |
HOUSTON TX |
| 428 |
| $40.6M |
| $1.7M |
| 4 | RADNET, INC. RADNET 401(K) PLAN | LOS ANGELES CA | 9,787 | $436.6M | $1.2M |
| 5 | CALVERTHEALTH MEDICAL CENTER, INC. CALVERTHEALTH 403 (B) PLAN | PRINCE FREDERICK MD | 1,464 | $114.8M | $334K |
| 6 | SAF-GARD SAFETY SHOE CO., INC. SAF-GARD SAFETY SHOE CO., INC. RETIREMENT SAVINGS PLAN | GREENSBORO NC | 404 | $12.7M | $35K |
| 7 | MPC ENTERPRISES, INC. MPC ENTERPRISES, INC. EMPLOYEE 401(K) SAVINGS PLAN | MT PLEASANT IA | 130 | $5.6M | $19K |
| 8 | FRONT PORCH COMMUNITIES AND SERVICES FRONT PORCH RETIREMENT PLAN | GLENDALE CA | 2,900 | $127.4M | $6K |
| 9 | BASDEN STEEL AND ERECTION, INC. BASDEN STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN | BURLESON TX | 972 | $9.6M | $5K |
