Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Century Mid-Cap Value Fund Registered Investment Company in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALASKA NATIVE TRIBAL HEALTH CONSORTIUM ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN | ANCHORAGE AK | 4,336 | $227.2M | $3.9M |
| 2 | WEIDNER PROPERTY MANAGEMENT LLC WEIDNER 401(K) RETIREMENT SAVINGS PLAN | KIRKLAND WA | 1,574 | $63.2M | $803K |
| 3 | GEA CARIBBEAN EXPORT, LLC |
SAN JUAN PR |
| 99 |
| $17.4M |
| $381K |
| 4 | GE INDUSTRIAL OF PR, LLC GE VERNOVA PUERTO RICO SAVINGS PLAN | GUAYNABO PR | 103 | $22.3M | $239K |
| 5 | AUTISM SPEAKS, INC. AUTISM SPEAKS 401(K) PLAN | WASHINGTON DC | 138 | $23.2M | $87K |
| 6 | POTRERO DISTILLING HOLDINGS POTRERO DISTILLING HOLDINGS RETIREMENT PLAN | SAN FRANCISCO CA | 70 | $13.9M | $66K |
| 7 | FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO RETIREMENT PLAN FOR SPECIFIED EMPLOYEES OF THE FACULTY-STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC. | BUFFALO NY | 49 | $10.6M | $23K |
| 8 | FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO TAX DEFERRED ANNUITY PLAN OF FACULTY-STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC. | BUFFALO NY | 56 | $4.9M | $15K |
| 9 | SOCIAL AND ENVIRONMENTAL ENTREPRENEURS SEE 403(B) RETIREMENT PLAN | CALABASAS CA | 457 | $3.7M | $9K |
