Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Century Mid-Cap Value Inv Mutual Fund in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NELSON AUTOMOTIVE, INC. NELSON AUTO GROUP 401(K)PLAN | TULSA OK | 290 | $13.6M | $481K |
| 2 | CLEVELAND INTEGRITY SERVICES, INC. CLEVELAND INTEGRITY SERVICES, INC. 401(K) PLAN | CLEVELAND OK | 889 | $10.4M | $335K |
| 3 | APPLIED CONSULTANTS, INC. APPLIED CONSULTANTS, INC. 401(K) PLAN |
LONGVIEW TX |
| 597 |
| $21.0M |
| $219K |
| 4 | CLEVELAND INTEGRITY SERVICES, LLC CLEVELAND INTEGRITY SERVICES, LLC 401(K) PLAN | CLEVELAND OK | 4 | $9.2M | $176K |
| 5 | GOODWILL INDUSTRIES OF CENTRAL TEXAS GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN | AUSTIN TX | 2,135 | $13.4M | $164K |
| 6 | PERFORMANT FINANCIAL CORPORATION PERFORMANT 401K PLAN | PLEASANTON CA | 968 | $45.4M | $163K |
| 7 | HELENA LABORATORIES CORPORATION HELENA LABORATORIES CORPORATION 401(K) PROFIT SHARING PLAN | BEAUMONT TX | 324 | $25.1M | $146K |
