Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Century Small Cap Value Fund; R6 Class Mutual Fund in their Schedule of Assets, totaling $3.9M 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 | MAJOR LEAGUE SOCCER LLC MAJOR LEAGUE SOCCER 401(K) PLAN | NEW YORK NY | 1,158 | $176.7M | $1.2M |
| 2 | PAPE-DAWSON CONSULTING ENGINEERS, LLC PAPE-DAWSON CONSULTING ENGINEERS, LLC. EMPLOYEE 401K PLAN | SAN ANTONIO TX | 1,725 | $188.0M | $639K |
| 3 | KELLWOOD COMPANY, LLC KELLWOOD COMPANY RETIREMENT SAVINGS PLAN |
CITY OF INDUSTRY CA |
| 769 |
| $124.7M |
| $588K |
| 4 | NONPROFIT ASSOCIATION OF THE MIDLAN DS NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN | OMAHA NE | 3,544 | $54.8M | $347K |
| 5 | CLUB CAR, LLC CLUB CAR 401(K) PLAN | AUGUSTA GA | 1,203 | $172.2M | $290K |
| 6 | GRAHAM CAPITAL MANAGEMENT, L.P. GRAHAM PROFIT SHARING PLAN | NORWALK CT | 178 | $94.0M | $193K |
| 7 | GUSTO (ZENPAYROLL) GUSTO 401(K) PLAN | SAN FRANCISCO CA | 2,695 | $138.5M | $157K |
| 8 | PRIVATE PREP NYC LLC PRIVATE PREP NYC LLC 401(K) PROFIT SHARING PLAN & TRUST | PORT WASHINGTON NY | 101 | $4.8M | $112K |
| 9 | LUGREG TRUCKING, LLC LUGREG TRUCKING 401(K) PLAN | KINGFISHER OK | 146 | $6.3M | $71K |
| 10 | THARANCO GROUP, INC. THARANCO GROUP, INC. 401(K) PLAN | SECAUCUS NJ | 333 | $14.1M | $55K |
