Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Century Small Cap Value Fund Mutual fund N/A in their Schedule of Assets, totaling $2.8M 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 | RIVER VALLEY BANCORPORATION, INC. PROFIT SHARING PLAN FOR RIVER VALLEY BANCORPORATION, INC. AND RELATED EMPLOYERS | WAUSAU WI | 243 | $31.4M | $1.2M |
| 2 | REGENCY HOTEL MANAGEMENT, LLC HOTEL RETIREMENT SYSTEMS PROFIT SHARING PLAN AND TRUST | SIOUX FALLS SD | 3,434 | $33.0M | $1.0M |
| 3 | UNIVERSAL METAL PRODUCTS, INC. |
WICKLIFFE OH |
| 238 |
| $14.6M |
| $457K |
| 4 | COLLEGE TRACK COLLEGE TRACK 401(K) | OAKLAND CA | 230 | $10.3M | $146K |
| 5 | MILLER TRUCK LINES, LLC MILLER TRUCK LINES, LLC 401(K) PLAN | STROUD OK | 153 | $1.9M | $9K |
