Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Century Small Cap Value Mutual fund N/A in their Schedule of Assets, totaling $2.3M 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 | SHIVE-HATTERY GROUP, INC. SHIVE-HATTERY GROUP, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 552 | $107.9M | $1.3M |
| 2 | FIRST INTERSTATE BANCSYSTEM, INC. FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN | BILLINGS MT | 3,478 | $481.7M | $599K |
| 3 | GREAT PLAINS REGIONAL MEDICAL CENTER |
ELK CITY OK |
| 426 |
| $16.9M |
| $374K |
| 4 | RS EDEN RS EDEN 403(B) PLAN | MINNEAPOLIS MN | 170 | $5.8M | $77K |
| 5 | BOYS & GIRLS CLUB OF TRUCKEE MEADOWS BOYS & GIRLS CLUB OF TRUCKEE MEADOWS PENSION PLAN | RENO NV | 156 | $3.7M | $32K |
