Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Century Mid Cap Value Fund Pooled separate account in their Schedule of Assets, totaling $7.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZONES, LLC ZONES, LLC 401(K) PLAN | AUBURN WA | 1,116 | $109.1M | $4.4M |
| 2 | ROEDERER ESTATE INC. ROEDERER USA RETIREMENT PLAN | OAKLAND CA | 136 | $39.8M | $951K |
| 3 | SHEET METAL WORKERS LOCAL 33 SHEET METAL WORKERS' LOCAL 33 PROFIT SHARING ANNUITY PLAN |
PARMA OH |
| 3,973 |
| $176.5M |
| $702K |
| 4 | THOMAS FOODS INTERNATIONAL, USA THOMAS FOODS INTERNATIONAL, USA 401(K) PLAN | CHERRY HILL NJ | 213 | $12.8M | $496K |
| 5 | YES MANAGEMENT, LLC YES MANAGEMENT, LLC 401K PLAN | DENVER CO | 1,211 | $33.6M | $404K |
| 6 | SPIRE HOSPITALITY, LLC SPIRE HOSPITALITY, LLC 401(K) PLAN | IRVING TX | 1,905 | $22.0M | $282K |
| 7 | NEN HOLDINGS, LLC NEXTEDGE 401(K) PLAN | ALPHARETTA GA | 564 | $27.1M | $165K |
| 8 | ESTES HEATING & AIR CONDITIONING, INC. ESTES HEATING & AIR CONDITIONING, INC. 401(K) PLAN | ATLANTA GA | 170 | $12.4M | $115K |
| 9 | BEYONDSOFT CONSULTING, INC. BEYONDSOFT CONSULTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 387 | $34.4M | $98K |
| 10 | CONNECTIONS EMPLOYER SOLUTIONS LLC CONNECTIONS EMPLOYER SOLUTIONS LLC 401(K) PLAN | PHOENIX AZ | 702 | $16.3M | $93K |
