Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Century Small Cap Value Fund in their Schedule of Assets, totaling $14.4M 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 | ROSS STORES, INC. ROSS STORES, INC. 401(K) SAVINGS PLAN | DUBLIN CA | 56,638 | $1.0B | $7.8M |
| 2 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' 401(K) PLAN | HORSHAM PA | 560 | $75.1M | $1.9M |
| 3 | JASON GROUP INC. JASON EMPLOYEE SAVINGS & PROFIT SHARING PLAN |
RICHMOND IN |
| 688 |
| $58.9M |
| $1.5M |
| 4 | LEECH TISHMAN FUSCALDO & LAMPL, LLC LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 240 | $47.7M | $673K |
| 5 | CONSTRUCTION TECHNOLOGY LABORATORIES, INC. CTLGROUP RETIREMENT SAVINGS PLAN | MOUNT PROSPECT IL | 66 | $34.2M | $671K |
| 6 | NATIONAL INSURANCE PRODUCER REGISTRY NIPR RETIREMENT INVESTMENT PLAN | KANSAS CITY MO | 162 | $25.9M | $347K |
| 7 | DULUTH HOLDINGS INC. DULUTH HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | MOUNT HOREB WI | 2,239 | $44.3M | $303K |
| 8 | PENOBSCOT COMMUNITY HEALTH CENTER PENOBSCOT COMMUNITY HEALTH CENTER 403(B) PLAN | BANGOR ME | 782 | $41.9M | $267K |
| 9 | VIAMEDIA, INC. VIAMEDIA HOLDINGS CORPORATION 401(K) PLAN | LEXINGTON KY | 139 | $11.0M | $252K |
| 10 | BERNARD ROBINSON & COMPANY, LLP BERNARD ROBINSON & COMPANY, LLP 401(K) AND PROFIT SHARING RETIREMENT PLAN | GREENSBORO NC | 164 | $38.3M | $183K |
