Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Century AM CENTURY ULTRA R6 in their Schedule of Assets, totaling $3.7M 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 | WESTLAKE DERMATOLOGY, PA WESTLAKE DERMATOLOGY 401(K) PROFIT SHARING PLAN | AUSTIN TX | 316 | $14.6M | $1.8M |
| 2 | FAROUK SYSTEMS INC. FAROUK SYSTEMS, INC. 401(K) PLAN | HOUSTON TX | 769 | $15.4M | $1.2M |
| 3 | OPPORTUNITY FINANCIAL, LLC OPPORTUNITY FINANCIAL, LLC 401(K) PLAN |
CHICAGO IL |
| 463 |
| $27.9M |
| $649K |
