Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Century Small Cap Value R6 Registered Investment Company in their Schedule of Assets, totaling $6.9M 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 | NAGRA USA, LLC NAGRA USA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 263 | $101.9M | $1.4M |
| 2 | BAIN CAPITAL, LP BAIN CAPITAL, LP PROFIT SHARING PLAN | BOSTON MA | 1,307 | $389.8M | $1.3M |
| 3 | IMMEDIATE HEALTH ASSOCIATES, INC. IMMEDIATE HEALTH 401(K) PLAN |
WESTERVILLE OH |
| 85 |
| $28.0M |
| $1.1M |
| 4 | JFE SHOJI AMERICA, LLC JFE GROUP 401(K) PLAN | LONG BEACH CA | 404 | $34.9M | $498K |
| 5 | JFE SHOJI AMERICA HOLDINGS, INC. JFE GROUP 401(K) PLAN | LONG BEACH CA | 1,005 | $69.9M | $472K |
| 6 | IN-PLACE MACHINING COMPANY, LLC IN-PLACE MACHINING COMPANY 401(K) PLAN | MILWAUKEE WI | 424 | $44.3M | $447K |
| 7 | HINGE HEALTH, INC. HINGE HEALTH, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,300 | $75.6M | $341K |
| 8 | GOLDEN STATE LUMBER, INC. GOLDEN STATE LUMBER, INC. 401(K) PLAN | PETALUMA CA | 642 | $87.4M | $338K |
| 9 | GOODWILL INDUSTRIES OF ORANGE COUNTY, CALIFORNIA 403B THRIFT PLAN FOR GOODWILL INDUSTRIES OF ORANGE COUNTY, CA | SANTA ANA CA | 1,574 | $31.6M | $256K |
| 10 | INTELLIGENT MEDICAL OBJECTS, INC. IMO EMPLOYEE RETIREMENT PLAN | ROSEMONT IL | 306 | $45.6M | $222K |
