Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Century Mid Cap Value Fund R6 Class Mutual fund in their Schedule of Assets, totaling $4.8M 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 | CUSTOMERS BANK CUSTOMERS BANK 401(K) PLAN | WEST READING PA | 799 | $96.1M | $1.2M |
| 2 | LIDESTRI FOODS, INC. LIDESTRI FOODS, INC. 401(K) PLAN | FAIRPORT NY | 874 | $66.0M | $807K |
| 3 | KARMA AUTOMOTIVE, INC. KARMA AUTOMOTIVE, INC. RETIREMENT PLAN |
IRVINE CA |
| 249 |
| $34.6M |
| $571K |
| 4 | CHAN ZUCKERBERG INITIATIVE, LLC CHAN ZUCKERBERG INITIATIVE, LLC RETIREMENT PLAN | REDWOOD CITY CA | 524 | $167.4M | $290K |
| 5 | JACO, INC. JACO EMPLOYEES 401K PLAN | FRANKLIN MA | 102 | $11.5M | $289K |
| 6 | NEXTDOOR, INC. NEXTDOOR, INC. 401(K) PLAN | SAN FRANCISCO CA | 507 | $62.1M | $210K |
| 7 | THE JUDGE GROUP, INC. THE JUDGE GROUP, INC., 401(K) PROFIT SHARING PLAN | WAYNE PA | 2,273 | $86.2M | $208K |
| 8 | GUSTO (ZENPAYROLL) GUSTO 401(K) PLAN | SAN FRANCISCO CA | 2,695 | $138.5M | $192K |
| 9 | BROOKLYN NETS LLC BROOKLYN SPORTS & ENTERTAINMENT 401(K) PLAN | BROOKLYN NY | 481 | $38.7M | $179K |
| 10 | CALIFORNIA HYDRONICS CORPORATION CALIFORNIA HYDRONICS CORPORATION PROFIT SHARING | HAYWARD CA | 173 | $31.4M | $173K |