Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Century Mid-Cap Value Fund R6 Mutual fund in their Schedule of Assets, totaling $22.2M 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 | BHS MANAGEMENT SERVICES INC. BHS PARTNERSHIP 403B PENSION PLAN | PITTSFIELD MA | 4,276 | $693.6M | $6.6M |
| 2 | THE JACKSON LABORATORY JAX 403(B) RETIREMENT PLAN | BAR HARBOR ME | 2,667 | $602.8M | $2.7M |
| 3 | DESTINATION XL GROUP, INC. DESTINATION XL GROUP, INC. 401(K) SAVINGS PLAN |
CANTON MA |
| 1,486 |
| $107.3M |
| $2.3M |
| 4 | LOYOLA UNIVERSITY MARYLAND LOYOLA UNIVERSITY MARYLAND RETIREMENT PLAN | BALTIMORE MD | 2,148 | $441.4M | $1.8M |
| 5 | CORGAN ASSOCIATES, INC. CORGAN ASSOCIATES, INC. 401(K) PLAN | DALLAS TX | 1,046 | $122.8M | $1.8M |
| 6 | DATABRICKS, INC. DATABRICKS, INC. 401(K) PLAN & TRUST | SAN FRANCISCO CA | 4,704 | $418.9M | $1.3M |
| 7 | BOSTON HEALTHCARE FOR HOMELESS PROGRAM, INC. BOSTON HEALTHCARE FOR THE HOMELESS 403(B) RETIREMENT PLAN | BOSTON MA | 718 | $34.5M | $1.0M |
| 8 | BOSTON HEALTHCARE FOR HOMELESS BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN | BOSTON MA | 432 | $22.0M | $664K |
| 9 | NEXON AMERICA, INC. NEXON AMERICA, INC. 401(K) RETIREMENT SAVINGS PLAN | EL SEGUNDO CA | 187 | $42.4M | $460K |
| 10 | SI-BONE, INC. SI-BONE, INC. 401(K) PLAN | SANTA CLARA CA | 329 | $35.5M | $448K |
