Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Amcent Ultra Fund CL R6 Registered Investment Company in their Schedule of Assets, totaling $21.6M 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 | ARHAUS, LLC ARHAUS, LLC 401(K) PLAN | BOSTON HEIGHTS OH | 2,198 | $68.3M | $11.0M |
| 2 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC FIRST EAGLE INVESTMENTS 401(K) PLAN | NEW YORK NY | 584 | $216.6M | $4.5M |
| 3 | SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN |
SAN DIEGO CA |
| 147 |
| $116.3M |
| $3.6M |
| 4 | LOWEN CORPORATION LOWEN CORPORATION 401(K) PLAN | HUTCHINSON KS | 201 | $12.3M | $1.7M |
| 5 | INTERNATIONAL INFORMATION SYSTEM SECURITY CERTIFICATION CONSORTIUM,INC IISSCC, INC. 401(K) RETIREMENT PLAN | ALEXANDRIA VA | 206 | $18.9M | $429K |
| 6 | INTERNATIONAL INFORMATION SYSTEM SECURITY CERTIFICATION CONSORTIUM,INC IISSCC, INC. 401(K) RETIREMENT PLAN | CLEARWATER FL | 185 | $11.5M | $270K |
