Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding American Century Small-Cap Value in their Schedule of Assets, totaling $23.7M 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 | ORTHOTENNESSEE, P.C. ORTHOTENNESSEE 401(K) PLAN | KNOXVILLE TN | 765 | $153.3M | $3.5M |
| 2 | DRL ENTERPRISES, INC. DRL ENTERPRISES, INC. PROFIT SHARING AND SALARY DEFERRAL PLAN | GLENVIEW IL | 357 | $82.2M | $3.5M |
| 3 | SCIENTIFIC GAMES, LLC SCIENTIFIC GAMES, LLC 401(K) PLAN |
ALPHARETTA GA |
| 1,775 |
| $238.5M |
| $2.5M |
| 4 | HALO BRANDED SOLUTIONS, INC. HALO BRANDED SOLUTIONS, INC. 401(K) SAVINGS PLAN | STERLING IL | 1,886 | $131.4M | $2.0M |
| 5 | CONCORD MANAGEMENT, LTD. CONCORD MANAGEMENT, LTD. 401(K) PLAN | MAITLAND FL | 498 | $39.1M | $1.7M |
| 6 | FAMILY HEALTHSERVICES MINNESOTA, P.A. ENTIRA FAMILY CLINICS 401(K) PROFIT SHARING PLAN | ST. PAUL MN | 273 | $71.8M | $1.5M |
| 7 | DCD AUTOMOTIVE HOLDINGS, INC. DCD AUTOMOTIVE HOLDINGS, INC. 401(K) PLAN | NORWOOD MA | 1,651 | $75.5M | $1.3M |
| 8 | IVINSON MEMORIAL HOSPITAL IVINSON MEMORIAL HOSPITAL RETIREMENT PLAN | LARAMIE WY | 639 | $58.4M | $1.3M |
| 9 | C&D TECHNOLOGIES, INC. C&D TECHNOLOGIES, INC. PENSION PLAN | BLUE BELL PA | 90 | $38.0M | $907K |
| 10 | COMPREHENSIVE CARE SERVICES, INC. COMPREHENSIVE CARE SERVICES, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 828 | $83.5M | $866K |