Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 95 U.S. retirement plans report holding American Century Mid‐Cap Value R6 Mutual fund ‐ in their Schedule of Assets, totaling $37.6M 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 | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | BURLINGTON VT | 13,241 | $2.2B | $3.8M |
| 2 | HAMILTON, BROOK, SMITH & REYNOLDS, P.C. HAMILTON, BROOK, SMITH & REYNOLDS, P.C. 401(K) PROFIT SHARING PLAN | LINCOLN MA | 70 | $60.3M | $3.0M |
| 3 | VOITH US INC. |
YORK PA |
| 1,686 |
| $419.0M |
| $2.5M |
| 4 | MEDICAL ANESTHESIA GROUP, P.A. MEDICAL ANESTHESIA GROUP, P.A. PROFIT SHARING PLAN | MEMPHIS TN | 69 | $110.9M | $1.6M |
| 5 | FAMOUS ENTERPRISES, INC. FAMOUS ENTERPRISES, INC. EMPLOYEE SAVINGS 401(K) PLAN | AKRON OH | 948 | $44.3M | $1.5M |
| 6 | OFFICE OF THE SPECIAL DEPUTY RECEIVER OSD MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 87 | $261.4M | $1.3M |
| 7 | HOUSING AUTHORITY RISK RETENTION GROUP INC HOUSING AUTHORITY RISK RETENTION GROUP 401K PLAN | CHESHIRE CT | 175 | $59.4M | $1.3M |
| 8 | TURNER ENTERPRISES MANAGEMENT, LLC TURNER ENTERPRISES, INC. 401(K) PLAN | ATLANTA GA | 209 | $27.8M | $1.2M |
| 9 | UNITED SERVICE ORGANIZATIONS, INC. UNITED SERVICE ORGANIZATIONS RETIREMENT SAVINGS PLAN | ARLINGTON VA | 671 | $87.6M | $1.1M |
| 10 | COLLABERA, INC. COLLABERA 401(K) PLAN | BASKING RIDGE NJ | 3,480 | $102.6M | $940K |
