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 R6 Class " in their Schedule of Assets, totaling $9.0M 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 | CAROMONT HEALTH, INC. CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN | GASTONIA NC | 5,245 | $510.8M | $3.7M |
| 2 | CAPE COD HEALTHCARE, INC. CAPE COD HEALTHCARE 403(B) PARTNERSHIP PLAN | HYANNIS MA | 4,934 | $929.2M | $3.6M |
| 3 | TRUBRIDGE, INC. TRUBRIDGE 401(K) RETIREMENT PLAN |
MOBILE AL |
| 1,821 |
| $187.0M |
| $1.3M |
| 4 | BATTERIES PLUS, LLC BATTERIES PLUS, LLC 401(K) PLAN | HARTLAND WI | 1,015 | $41.1M | $200K |
| 5 | CITY MILL COMPANY, LIMITED CITY MILL COMPANY, LIMITED PROFIT SHARING 401(K) PLAN | HONOLULU HI | 212 | $13.6M | $192K |
