American Century Investment Management Inc
- Regulatory AUM
- $306B
- Discretionary
- $306B
- Clients
- 716
- Avg AUM / client
- $427M
- Accounts
- 719
- Employees
- 220
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 181 | $257B | 84.0% |
| Pooled investment vehicles (non-investment companies) | 93 | $18.8B | 6.15% |
| Pension and profit sharing plans | 48 | $20.7B | 6.76% |
| Charitable organizations | 6 | $1.1B | 0.36% |
| State or municipal government entities | Fewer than 5 clients | $585M | 0.19% |
| Insurance companies | 13 | $530M | 0.17% |
| Sovereign wealth funds and foreign official institutions | 8 | $6.6B | 2.16% |
| Corporations and other businesses | 5 | $106K | 0.0% |
| Other | 362 | $581M | 0.19% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $107M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| American Century Venture Fund I, Lp | Venture Capital Fund | Delaware | $92.3M | 101 |
| American Century Venture Fund I B, Lp | Venture Capital Fund | Delaware | $14.8M | 55 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bannigan, Patrick, Thomas | Chief Financial Officer, Chief Accounting Officer, Vice President, Director And Treasurer | Apr 2013 (13y) | Less than 5% | |
| Shelton, Amy, Diane | Chief Compliance Officer | Feb 2014 (13y) | Less than 5% | |
| Zhang, Victor, Sheng | President, Chief Executive Officer, Chief Investment Officer & Director | Mar 2014 (12y) | Less than 5% | |
| Chang, Cleo, Chengpei | Senior Vice President And Director | Mar 2021 (5y) | Less than 5% | |
| Pak, John, Dongjin | Senior Vice President And General Counsel | Aug 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| American Century Companies, Inc. | Shareholder | Dec 1984 | A | 75% or more |
| Nomura Holding America Inc. | Member | Dec 2015 | B | ≈ 14.06% – 50% via Nomura Am Holdings Usa, Llc |
| Nomura Holdings, Inc. | Shareholder | Apr 1989 | B | ≈ 10.55% – 50% via Nomura Holding America Inc. |
| Stowers Resource Management, Inc. | Shareholder Of Class A Shares | Aug 2008 | B | ≈ 18.75% – 50% via American Century Companies, Inc. |
| Stowers Institue For Medical Research | Shareholder Of Class B Shares | Nov 2011 | B | ≈ 18.75% – 50% via American Century Companies, Inc. |
| Nomura Am Holdings Usa, Llc | Shareholder Of Class A Shares | May 2016 | B | ≈ 18.75% – 50% via American Century Companies, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nomura Holding America Inc.: 75% – 100% of Nomura Am Holdings Usa, Llc × 25% – 50% of American Century Companies, Inc. × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Nomura Holdings, Inc.: 75% – 100% of Nomura Holding America Inc. × 75% – 100% of Nomura Am Holdings Usa, Llc × 25% – 50% of American Century Companies, Inc. × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Stowers Resource Management, Inc.: 25% – 50% of American Century Companies, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Stowers Institue For Medical Research: 25% – 50% of American Century Companies, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Nomura Am Holdings Usa, Llc: 25% – 50% of American Century Companies, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $107M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| American Century Venture Fund I, Lp | Venture Capital Fund | $92.3M | $0 | 101 |
| American Century Venture Fund I B, Lp | Venture Capital Fund | $14.8M | $0 | 55 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (61)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lorain County Community Action Agency 403(b) Thrif | Lorain County Community Action Agency | 301 | $4.0M | 08/01/2024 |
| Lnp Media Group, Inc. 401(k) Retirement Plan | Pennon Organization | 121 | $5.1M | 07/01/2024 |
| Pennon Organization 401(k) Retirement Plan | Pennon Organization | 71 | $12.4M | 07/01/2024 |
| U.M. Fdsp Associates, P.A. 401(k) Profit Sharing Plan | U.M. Fdsp Associates, P.A. | 176 | $9.0M | 07/01/2024 |
| Barley Snyder Profit Sharing Plan | Barley Snyder Llp | 214 | $32.2M | 01/01/2024 |
| The Miller Clapperton Partnership, Inc. 401(k) Retirement Plan | The Miller Clapperton Partnership, Inc. | 146 | $7.7M | 01/01/2024 |
| Alaska Electrical Pension Plan | Joint Board Of Trustees Alaska Electrical Pension Fund | 3,855 | $2.1B | 01/01/2024 |
| Iam National Pension Fund | Board Of Trustees Of The I.A.M. National Pension Fund | 102,863 | $15.0B | 01/01/2024 |
| Procon Consulting, Llc 401(k) Plan | Procon Consulting, Llc | 216 | $17.7M | 01/01/2024 |
| Apple Automotive Group 401(k) Plan | Westgate Chevrolet, Inc. | 3 | $449 | 01/01/2024 |
| Alexander Andrew, Inc Dba Falltech 401(k) Plan | Alexander Andrew, Inc. Dba Falltech | 198 | $6.8M | 01/01/2024 |
| United Church Of Christ Homes Retirement Plan | United Church Of Christ Homes | 755 | $37.1M | 01/01/2024 |
| Vbrick Systems, Inc. 401(k) Retirement Plan | Vbrick Systems, Inc. | 88 | $19.0M | 01/01/2024 |
| Chesapeake Sprinkler Company, Inc. 401(k) Retirement Plan | Chesapeake Sprinkler Company Inc | 135 | $21.8M | 01/01/2024 |
| Healthmap Solutions, Inc. 401(k) Plan | Healthmap Solutions, Inc. | 484 | $16.1M | 01/01/2024 |
| United Disabilities Services Foundation 401(k) Plan | United Disabilities Services Foundation | 346 | $7.6M | 01/01/2024 |
| The Northumberland National Bank 401(k) Plan | The Northumberland National Bank | 102 | $8.8M | 01/01/2024 |
| Brubacher Excavating, Inc. 401(k) Profit Sharing Plan | Brubacher Excavating, Inc. | 285 | $22.1M | 01/01/2024 |
| Aaa Mid States 401(k) Plan | Aaa Mid States | 99 | $10.1M | 01/01/2024 |
| Checkers Drive In Restaurants, Inc. 401(k) Plan | Checkers Drive In Restaurants, Inc. | 10,659 | $6.8M | 01/01/2024 |
| Thomas, Thomas & Hafer, Llp Retirement Plan | Thomas, Thomas & Hafer, Llp | 147 | $46.3M | 01/01/2024 |
| Winklevoss Consultants, Inc. Savings & Retirement Plan | Winklevoss Consultants, Inc. | 87 | $23.2M | 01/01/2024 |
| Buck Distributing 401(k) Profit Sharing Plan | Sfb Buck, Llc | 69 | $15.1M | 01/01/2024 |
| Ilwu (Hawaii) Employers General Pension Plan | Board Of Trustees Of The Ilwu (Hawaii) Employers General Pension Trust | 1,972 | $90.7M | 01/01/2024 |
| The Time Group 401(k) Plan | The Time Group, Inc. | 487 | $18.6M | 01/01/2024 |
Top 25 of 61 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $12.7B (4% of AUM) Mar 2026
- Northern Trust $4.4B (1% of AUM) Mar 2026
- Hsbc Bank Plc $4.2B (1% of AUM) Mar 2026
- BNY Mellon $3.4B (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗