Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Century Small Cap Value Fund; R6 Class Mutual Fund in their Schedule of Assets, totaling $5.0M 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 | MAJOR LEAGUE SOCCER LLC MAJOR LEAGUE SOCCER 401(K) PLAN | NEW YORK NY | 1,158 | $176.7M | $1.2M |
| 2 | CREDIT KARMA, LLC CREDIT KARMA, LLC RETIREMENT TRUST | OAKLAND CA | 1,506 | $272.5M | $950K |
| 3 | PAPE-DAWSON CONSULTING ENGINEERS, LLC PAPE-DAWSON CONSULTING ENGINEERS, LLC. EMPLOYEE 401K PLAN |
SAN ANTONIO TX |
| 1,725 |
| $188.0M |
| $639K |
| 4 | KELLWOOD COMPANY, LLC KELLWOOD COMPANY RETIREMENT SAVINGS PLAN | CITY OF INDUSTRY CA | 769 | $124.7M | $588K |
| 5 | NONPROFIT ASSOCIATION OF THE MIDLAN DS NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN | OMAHA NE | 3,544 | $54.8M | $347K |
| 6 | CLUB CAR, LLC CLUB CAR 401(K) PLAN | AUGUSTA GA | 1,203 | $172.2M | $290K |
| 7 | GRAHAM CAPITAL MANAGEMENT, L.P. GRAHAM PROFIT SHARING PLAN | NORWALK CT | 178 | $94.0M | $193K |
| 8 | GUSTO (ZENPAYROLL) GUSTO 401(K) PLAN | SAN FRANCISCO CA | 2,695 | $138.5M | $157K |
| 9 | SPECIALTY COMMERCE CORP. SPECIALTY COMMERCE CORP. RETIREMENT SAVINGS PLAN | W BRIDGEWATER MA | 119 | $16.1M | $130K |
| 10 | PRIVATE PREP NYC LLC PRIVATE PREP NYC LLC 401(K) PROFIT SHARING PLAN & TRUST | PORT WASHINGTON NY | 101 | $4.8M | $112K |
