Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s American Century Investments SML CAP VAL R6 FD in their Schedule of Assets, totaling $20.4M 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 | CARLISLE, LLC CARLISLE, LLC EMPLOYEE INCENTIVE SAVINGS PLAN | SCOTTSDALE AZ | 4,433 | $869.7M | $20.4M |
