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 Value Fund Mutual funds in their Schedule of Assets, totaling $1.6M 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 | FARMERS MUTUAL INSURANCE CO. OF NE FARMERS MUTUAL 401(K) SAVINGS PLAN | LINCOLN NE | 341 | $81.4M | $1.1M |
| 2 | SOUTHLAND INSULATORS OF MARYLAND SOUTHLAND INSULATORS-GROUP 2 401(K) PLAN | BALTIMORE MD | 377 | $12.2M | $332K |
| 3 | ROSE ACRE FARMS, INC. ROSE ACRE FARMS EMPLOYEES' 401(K) PLAN |
SEYMOUR IN |
| 2,801 |
| $100.4M |
| $194K |
| 4 | SAIL ENERGY, LLC SAIL ENERGY 401(K) PLAN | PORTSMOUTH NH | 199 | $7.7M | $2K |
