Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 95 U.S. retirement plans report holding American: Century Small Cap Value Fund in their Schedule of Assets, totaling $66.6M 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 | CARLE FOUNDATION HOSPITAL AND AFFILIATES CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN | URBANA IL | 16,060 | $1.4B | $9.4M |
| 2 | ROSS STORES, INC. ROSS STORES, INC. 401(K) SAVINGS PLAN | DUBLIN CA | 56,638 | $1.0B | $7.8M |
| 3 | CAPRI HOLDINGS LIMITED (USA) |
NEW YORK NY |
| 4,448 |
| $213.7M |
| $5.7M |
| 4 | ICU MEDICAL, INC. ICU MEDICAL, INC. 401(K) PLAN | SAN CLEMENTE CA | 4,296 | $674.1M | $3.7M |
| 5 | BALL HORTICULTURAL COMPANY BALL HORTICULTURAL COMPANY PROFIT SHARING RETIREMENT PLAN | WEST CHICAGO IL | 733 | $171.0M | $2.6M |
| 6 | IPSOS AMERICA, INC IPSOS AMERICA , INC 401(K) PLAN | NORWALK CT | 1,923 | $398.8M | $2.5M |
| 7 | TELETRACKING TECHNOLOGIES, INC. TELETRACKING TECHNOLOGIES, INC. 401(K) PLAN | PITTSBURGH PA | 211 | $61.8M | $2.5M |
| 8 | VERINT SYSTEMS INC. VERINT SYSTEMS INC. 401(K) SAVINGS PLAN | MELVILLE NY | 1,385 | $415.4M | $2.4M |
| 9 | AAA CLUB ALLIANCE INC. AAA CLUB ALLIANCE INC. 401(K) RETIREMENT SAVINGS PLAN | WILMINGTON DE | 5,447 | $562.4M | $2.0M |
| 10 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' 401(K) PLAN | HORSHAM PA | 560 | $75.1M | $1.9M |
