Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AmCen Ultra Fund R6 Mutual fund in their Schedule of Assets, totaling $6.9M 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 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP 401(K) PLAN | CONCORD CA | 205 | $29.4M | $3.7M |
| 2 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP PROFIT SHARING | CONCORD CA | 181 | $24.9M | $2.2M |
| 3 | ALL COPY PRODUCTS, INC. |
DENVER CO |
| 352 |
| $22.9M |
| $892K |
| 4 | BAYWA R.E. SOLAR SYSTEMS, LLC BAYWA R.E. SOLAR SYSTEMS 401(K) PROFIT SHARING PLAN | SANTA FE NM | 131 | $4.9M | $174K |
