Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 76 U.S. retirement plans report holding American Century Small-Cap Value R6 Mutual Fund in their Schedule of Assets, totaling $68.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BROWN AND CALDWELL BROWN AND CALDWELL SAVINGS PLAN | LAKEWOOD CO | 2,280 | $574.9M | $16.5M |
| 2 | FIRST TRUST PORTFOLIOS L.P. FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN | WHEATON IL | 1,090 | $360.3M | $8.0M |
| 3 | EVEREST REINSURANCE COMPANY EVEREST REINSURANCE EMPLOYEE SAVINGS PLAN |
WARREN NJ |
| 2,004 |
| $470.5M |
| $5.8M |
| 4 | CONAIR LLC CONAIR LLC SAVINGS AND INVESTMENT PLAN | EAST WINDSOR NJ | 1,232 | $302.8M | $4.2M |
| 5 | HIGH STREET INSURANCE PARTNERS, INC. HIGH STREET INSURANCE PARTNERS 401(K) PLAN | GRAND RAPIDS MI | 2,168 | $147.5M | $4.0M |
| 6 | ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 429 | $303.2M | $3.8M |
| 7 | HIGHTOWER HOLDING, LLC HIGHTOWER 401(K) PLAN | CHICAGO IL | 1,550 | $206.7M | $2.6M |
| 8 | STARWOOD HEADQUARTERS, L.L.C STARWOOD HEADQUARTERS, L.L.C. 401(K) PROFIT SHARING PLAN | GREENWICH CT | 353 | $109.5M | $2.3M |
| 9 | GODBERSEN-SMITH CONSTRUCTION COMPANY GODBERSEN-SMITH CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | IDA GROVE IA | 539 | $66.0M | $2.2M |
| 10 | RUSSELL STOVER CHOCOLATES, LLC LINDT & SPRUNGLI NORTH AMERICA, INC. AND RUSSELL STOVER CHOCOLATES, LLC 401(K) PLAN | KANSAS CITY MO | 1,606 | $90.3M | $2.1M |
