Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Century Mid Cap Value Fund in their Schedule of Assets, totaling $4.9M 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 | THE RELIABLE AUTOMATIC SPRINKLER CO. THE RELIABLE AUTOMATIC SPRINKLER CO. INC. 401(K) PLAN | LIBERTY SC | 1,097 | $95.6M | $1.9M |
| 2 | BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP 401K RETIREMENT SAVINGS PLAN | BOSTON MA | 763 | $69.8M | $1.2M |
| 3 | SEKISUI KYDEX, LLC |
BLOOMSBURG PA |
| 400 |
| $39.4M |
| $1.2M |
| 4 | DWYER FRANCHISING LLC NEIGHBORLY 401(K) PROFIT SHARING PLAN | WACO TX | 1,582 | $71.8M | $655K |
| 5 | NEW SUMMIT REHABILITATION AND HEALTH, LLC NEW SUMMIT REHABILITATION AND HEALTH, LLC 401(K) PLAN | ARLINGTON HEIGHTS IL | 89 | $1.3M | $12K |
