Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Century Mid-Cap Value Fund Mutual Fund NR in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELDER CARE ALLIANCE ELDER CARE ALLIANCE 403 (B) RETIREMENT SAVINGS PLAN | ALAMEDA CA | 460 | $14.8M | $364K |
| 2 | UNISSANT, INC. UNISSANT, INC. 401(K) PLAN | HERNDON VA | 89 | $8.2M | $265K |
| 3 | ELDER CARE ALLIANCE ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN |
ALAMEDA CA |
| 342 |
| $5.9M |
| $216K |
| 4 | PROACTIVE TECHNOLOGIES, LLC PROACTIVE TECHNOLOGIES, INC. 401(K) PLAN | OVIEDO FL | 35 | $5.9M | $94K |
| 5 | CONCEPT PLUS, LLC CONCEPT PLUS, LLC 401(K) PLAN | FAIRFAX VA | 189 | $18.3M | $94K |
