Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding AmCen Ultra Fund R6 Registered investment company in their Schedule of Assets, totaling $4.0M 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 | AMERICAN FINANCIAL NETWORK, INC. AMERICAN FINANCIAL NETWORK, INC. 401(K) PROFIT SHARING PLAN | BREA CA | 1,176 | $43.2M | $1.5M |
| 2 | SKIN CURE ONCOLOGY, LLC SKIN CURE ONCOLOGY, LLC 401(K) PLAN | BURR RIDGE IL | 563 | $20.2M | $903K |
| 3 | XPRESS GLOBAL SYSTEMS, LLC XGS, LLC 401(K) PLAN |
TUNNEL HILL GA |
| 771 |
| $7.2M |
| $409K |
| 4 | GASTRO CARE PARTNERS MANAGEMENT COMPANY, LLC GASTRO CARE PARTNERS 401(K) PLAN | GREENWOOD VILLAGE CO | 190 | $11.2M | $361K |
| 5 | GLORYBEE NATURAL SWEETNERS, INC. GLORYBEE NATURAL SWEETNERS, INC. 401(K) PLAN | EUGENE OR | 49 | $5.5M | $240K |
| 6 | AVENUE 360 HEALTH AND WELLNESS AVENUE 360 HEALTH AND WELLNESS | HOUSTON TX | 77 | $3.9M | $217K |
| 7 | MEDITOLOGY SERVICES, LLC MEDITOLOGY SERVICES, LLC 401(K) PLAN | ATLANTA GA | 97 | $4.6M | $216K |
| 8 | FALL CREEK FARM & NURSERY, INC. FALL CREEK FARM & NURSERY, INC. 401(K) PROFIT | LOWELL OR | 204 | $14.8M | $114K |
