Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Century Mid Cap Value R5 in their Schedule of Assets, totaling $390K 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 | JOERNS, LLC JOERNS HEALTHCARE RETIREMENT PLAN | CHARLOTTE NC | 763 | $19.5M | $208K |
| 2 | JOERNS HEALTHCARE, LLC JOERNS HEALTHCARE LLC RETIREMENT PLAN | CHARLOTTE NC | 140 | $17.6M | $182K |
