Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AMER CENT ULTRA FUND - R in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOCKWOOD BROADCASTING, INC. LOCKWOOD BROADCASTING, INC. 401(K) PLAN | HAMPTON VA | 284 | $8.2M | $430K |
| 2 | LEGACY HEALING CENTER MARGATE, L LEGACY HEALING CENTER MARGATE, LLC 401(K) PLAN | BOCA RATON FL | 430 | $5.6M | $393K |
| 3 | HDL MANAGEMENT USA CORPORATION |
ARCADIA CA |
| 440 |
| $4.4M |
| $271K |
| 4 | AUDRIK INC. AUDRIK INC 401K PROFIT SHARING PLAN & TRUST | LIVONIA MI | 94 | $1.3M | $111K |
