Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Century Investments Small Cap Value R6 Fund in their Schedule of Assets, totaling $6.4M 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 | NATIONAL GEOGRAPHIC SOCIETY THE NATIONAL GEOGRAPHIC SOCIETY 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 598 | $162.3M | $5.7M |
| 2 | THE NATIONAL GEOGRAPHIC SOCIETY THE NATIONAL GEOGRAPHIC SOCIETY 403(B) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 37 | $27.2M | $611K |
| 3 | THE MERIT DISTRIBUTION GROUP, LLC |
SPARTANBURG SC |
| 328 |
| $26.8M |
| $34K |
| 4 | PATTISON SIGN GROUP, INC. PATTISON SIGN RETIREMENT & VESTING PLAN | KNOXVILLE TN | 451 | $13.2M | $6K |
