Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Century American Century Ultra - in their Schedule of Assets, totaling $603K 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 | MEDICAL DEVICE INC. ARTEREX 401(K) PLAN | SCOTTSDALE AZ | 294 | $12.7M | $485K |
| 2 | AZTEC SHOPS, LTD. AZTEC SHOPS, LTD. RETIREMENT PLAN | SAN DIEGO CA | 300 | $5.5M | $66K |
| 3 | ADVISACARE HEALTHCARE SOLUTIONS INC. ADVISACARE COMPANIES RETIREMENT PLAN |
GRAND RAPIDS MI |
| 1,111 |
| $4.6M |
| $52K |
