Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Century OC 2040 SA3U Pooled Separate Account in their Schedule of Assets, totaling $635K 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 | SPECIALTY INTERIORS, INC. SPECIALTY INTERIORS, INC. 401(K) PLAN | ERLANGER KY | 115 | $4.2M | $635K |
