Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Century Mid Cap Value Fund R6 Class Mutual funds in their Schedule of Assets, totaling $4.0M 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 | AMERICAN SOCIETY OF CLINICAL ONCOLOGY AMERICAN SOCIETY OF CLINICAL ONCOLOGY 401(K) PROFIT SHARING PLAN | ALEXANDRIA VA | 446 | $123.5M | $1.9M |
| 2 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN | BOSTON MA | 447 | $80.4M | $767K |
| 3 | HIGH DESERT MEDICAL CORPORATION |
LANCASTER CA |
| 5,106 |
| $244.7M |
| $675K |
| 4 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN | BOSTON MA | 369 | $47.5M | $626K |