Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding American Century Mid-Cap Value Mutual fund in their Schedule of Assets, totaling $28.9M 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 | PEMCO MUTUAL INSURANCE COMPANY PEMCO 401(K) PLAN | SEATTLE WA | 453 | $260.4M | $4.9M |
| 2 | IH MISSISSIPPI VALLEY CREDIT UNION IH MISSISSIPPI VALLEY CREDIT UNION 401(K) PLAN & TRUST | MOLINE IL | 401 | $41.1M | $2.7M |
| 3 | CINCINNATI BENGALS, INC. CBI RETIREMENT PLAN |
CINCINNATI OH |
| 132 |
| $51.0M |
| $2.5M |
| 4 | CLARKSON EYECARE, INC. EYECARE PARTNERS 401(K) PLAN | BALLWIN MO | 7,775 | $511.8M | $2.2M |
| 5 | FERROTEC USA CORPORATION FERROTEC TAX SAVINGS DEPOSIT AND INVESTMENT PLAN | BEDFORD NH | 275 | $55.8M | $1.9M |
| 6 | GELITA USA, INC. GELITA USA, INC. 401(K) RETIREMENT PLAN AND TRUST | SERGEANT BLUFF IA | 347 | $64.0M | $1.7M |
| 7 | KANSAS CITY ROYALS BASEBALL CLUB, LLC KANSAS CITY ROYALS BASEBALL CLUB, LLC 401(K) PLAN | KANSAS CITY MO | 1,414 | $47.9M | $1.6M |
| 8 | ELIASSEN GROUP, LLC. ELIASSEN GROUP, LLC 401(K) PLAN | READING MA | 2,790 | $137.0M | $1.1M |
| 9 | DIMENSIONAL INNOVATIONS, INC. DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN | SHAWNEE MISSION KS | 236 | $17.0M | $1.1M |
| 10 | KEJR, INC. GEOPROBE SYSTEMS 401(K) PLAN | SALINA KS | 188 | $18.9M | $821K |
