Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AM CENTURY ULTRA R6 Registered Investment Company in their Schedule of Assets, totaling $3.9M 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 | BDT CAPITAL PARTNERS, LLC BDT & MSD PARTNERS RETIREMENT SAVINGS PLAN | CHICAGO IL | 446 | $168.7M | $3.9M |
| 2 | CALIFORNIA UNIVERSITY OF SCIENCE AND MEDICINE CALIFORNIA UNIVERSITY OF SCIENCE AND MEDICINE 401(K) PLAN | COLTON CA | 147 | $5.9M | $8K |
