Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Century American Century Ultra R5 in their Schedule of Assets, totaling $7.4M 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 | SUGAR CREEK PACKING CO. SUGAR CREEK PACKING CO. 401(K) PLAN AND TRUST | WASHINGTON COURT HOUSE OH | 1,497 | $63.2M | $7.1M |
| 2 | STADIUM, INC. STADIUM TOYOTA, INC. 401(K) PLAN | TAMPA FL | 269 | $9.1M | $355K |
