Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AM Century Ultra R6 Mutual Fund in their Schedule of Assets, totaling $10.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHIELDS HEALTH CARE GROUP, INC. SHIELDS HEALTH CARE GROUP 401(K) PROFIT SHARING PLAN | QUINCY MA | 1,334 | $103.8M | $9.2M |
| 2 | PARKHOUSE TIRE SERVICES, INC. EMPLOYEES' 401(K) PLAN OF PARKHOUSE TIRE SERVICE, INC. | BELL GARDENS CA | 475 | $22.7M | $655K |
| 3 | SPRINGBROOK HOLDING COMPANY, LLC |
SHERWOOD OR |
| 227 |
| $14.3M |
| $571K |
| 4 | INGAGE PARTNERS, INC. INGAGE GROUP 401(K) PLAN | CINCINNATI OH | 103 | $4.5M | $482K |
