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 Fund R6 in their Schedule of Assets, totaling $2.3M 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 | CALIFORNIA LUTHERAN UNIVERSITY CALIFORNIA LUTHERAN UNIVERSITY EMPLOYEE RETIREMENT PLAN | THOUSAND OAKS CA | 593 | $160.9M | $2.2M |
| 2 | PRINCETEL, INC. PRINCETEL, INC. 401(K) PLAN | HAMILTON NJ | 85 | $5.7M | $50K |
| 3 | AUGSBURG UNIVERSITY AUGSBURG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
MINNEAPOLIS MN |
| 705 |
| $149.4M |
| $18K |
