Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Century Mid Cap Value Inv in their Schedule of Assets, totaling $5.3M 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 | PMX INDUSTRIES, INC. PMX INDUSTRIES, INC. 401(K) RETIREMENT PLAN | CEDAR RAPIDS IA | 368 | $66.7M | $2.4M |
| 2 | KODIAK GYPSUM MOUNTAIN STATES LLC KODIAK BP 401K PLAN | ENGLEWOOD CO | 5,941 | $193.5M | $1.4M |
| 3 | LENOIR-RHYNE UNIVERSITY RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIVERSITY |
HICKORY NC |
| 384 |
| $58.0M |
| $242K |
| 4 | SYNERGOS COMPANIES LLC SYNERGOS COMPANIES 401(K) PLAN | SCOTTSDALE AZ | 2,753 | $36.3M | $230K |
| 5 | INTOWN LESSEE SERVICES, LLC INTOWN LESSEE SERVICES, LLC 401(K) SALARY REDUCTION PLAN AND TRUST | ATLANTA GA | 1,418 | $15.3M | $218K |
| 6 | ACADEMY OF NUTRITION AND DIETETICS ACADEMY OF NUTRITION AND DIETETICS RETIREMENT PLAN | CHICAGO IL | 130 | $28.6M | $162K |
| 7 | AMERICAN HERITAGE BANK AMERICAN BANCORPORATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | SAPULPA OK | 260 | $22.4M | $151K |
| 8 | PEOPLE'S TRUST INSURANCE CO. PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 312 | $19.9M | $127K |
| 9 | MCNC MCNC RETIREMENT PLAN | RESEARCH TRIANGLE PA NC | 129 | $27.6M | $124K |
| 10 | CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A. 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A. | APOPKA FL | 114 | $38.0M | $109K |
