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 Mutual funds in their Schedule of Assets, totaling $383K 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 | J.B. COXWELL CONTRACTING, INC. J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST | JACKSONVILLE FL | 291 | $17.8M | $184K |
| 2 | ARCHWELL ESSENTIALS ARCHWELL ESSENTIALS, LLC 401(K) PLAN | DEERFIELD BEACH FL | 177 | $10.2M | $119K |
| 3 | VERVE THERAPEUTICS, INC. VERVE THERAPEUTICS, INC. 401K PLAN |
BOSTON MA |
| 275 |
| $24.5M |
| $51K |
| 4 | ARCHWELL SOLUTIONS, LLC ARCHWELL SOLUTIONS, LLC | FORT LAUDERDALE FL | 383 | $6.1M | $30K |
