Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding American Century Small Cap Value Fund R6 # in their Schedule of Assets, totaling $48.2M 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 | ROCK HOLDINGS, INC. ROCK HOLDINGS & ASSOCIATED COMPANIES SAVINGS PLAN | DETROIT MI | 15,943 | $2.2B | $27.9M |
| 2 | CARTER MACHINERY COMPANY, INC. EMPLOYEES' RETIREMENT AND SAVINGS PLAN OF CARTER MACHINERY COMPANY, INC. | SALEM VA | 3,101 | $466.2M | $7.4M |
| 3 | HKS, INC. HKS, INC. 401(K) PLAN |
DALLAS TX |
| 1,328 |
| $290.9M |
| $1.8M |
| 4 | AVITA HEALTH SYSTEM AVITA HEALTH SYSTEM EMPLOYEE 403B RETIREMENT PLAN | GALION OH | 2,200 | $104.6M | $1.6M |
| 5 | CTOS, LLC CTOS, LLC 401(K) PLAN | KANSAS CITY MO | 2,397 | $128.7M | $1.4M |
| 6 | STARFISH HOLDINGS, INC. STARFISH HOLDINGS 401K RETIREMENT PLAN | HUNTSVILLE AL | 1,876 | $303.8M | $1.2M |
| 7 | LOGICALIS, INC. LOGICALIS, INC. 401(K) PROFIT SHARING PLAN | TROY MI | 650 | $125.3M | $1.1M |
| 8 | STARFISH HOLDINGS, INC. STARFISH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | HUNTSVILLE AL | 1,324 | $388.9M | $605K |
| 9 | OHIOS HOSPICE, INC. OHIO'S HOSPICE, INC. 401(K) RETIREMENT SAVINGS | DAYTON OH | 1,220 | $63.1M | $572K |
| 10 | PRIME AE GROUP, INC. PRIME AE GROUP, INC. 401(K) PLAN | COLUMBUS OH | 431 | $44.0M | $480K |
