Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Century Sustainable Equity Inv Mutual Funds in their Schedule of Assets, totaling $268K 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 | SOCIETY HILL ANESTHESIA, P.C. SOCIETY HILL ANESTHESIA CONSULTANTS, P.C. 401(K) PLAN | PHILADELPHIA PA | 173 | $102.7M | $268K |
