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 in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KNOWBE4, INC. KNOWBE4, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 1,232 | $57.2M | $2.9M |
| 2 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $290K |
| 3 | BUSH ROSS, P.A. BUSH ROSS, P.A. 401(K) PROFIT SHARING PLAN |
TAMPA FL |
| 111 |
| $37.4M |
| $242K |
| 4 | PCC COMMUNITY WELLNESS CENTER PCC COMMUNITY WELLNESS CENTER 403(B) PLAN | OAK PARK IL | 609 | $17.0M | $52K |
