Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Century Small Cap Val Mutual Fund in their Schedule of Assets, totaling $4.5M 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 | BAKER BOTTS L.L.P. BAKER BOTTS L.L.P. DC PLANS MASTER TRUST | HOUSTON TX | — | $755.4M | $2.2M |
| 2 | BAKER BOTTS L.L.P. BAKER BOTTS L.L.P. 401K AND SAVINGS PLAN - PLAN B | HOUSTON TX | 468 | $392.1M | $1.1M |
| 3 | BAKER BOTTS L.L.P. BAKER BOTTS L.L.P. 401K AND SAVINGS PLAN - PLAN A |
HOUSTON TX |
| 445 |
| $383.5M |
| $1.1M |
| 4 | HAWKTREE INTERNATIONAL, INC. HAWKTREE RETIREMENT PLAN | HONOLULU HI | 305 | $16.4M | $71K |
