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; R6 Class Registered Investment Company in their Schedule of Assets, totaling $25.0M 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 | KLA CORPORATION KLA 401(K) PLAN | MILPITAS CA | 7,680 | $2.1B | $24.7M |
| 2 | RENOWN HEALTH RENOWN HEALTH RETIREMENT SAVINGS PLAN | RENO NV | 5,409 | $713.3M | $180K |
| 3 | DISCORD INC. DISCORD INC. 401(K) PLAN | SAN FRANCISCO CA |
| 837 |
| $68.1M |
| $88K |
| 4 | JOHN D. & CATHERINE T. MACARTHUR FOUNDATION SECTION 403(B) PLAN OF THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION | CHICAGO IL | 202 | $48.8M | $3K |
