Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Century American Century Ultra R6 in their Schedule of Assets, totaling $41.3M 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 | MCCORMICK TAYLOR, INC. MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN | PHILADELPHIA PA | 407 | $84.7M | $12.8M |
| 2 | WAFRA INC. WAFRA 401(K) PROFIT SHARING PLAN | NEW YORK NY | 166 | $72.6M | $8.8M |
| 3 | BRINKMANN INSTRUMENTS, INC. DBA METROHM USA, INC. METROHM USA, INC. AND ITS AFFILIATED COMPANIES 401(K) PLAN |
RIVERVIEW FL |
| 386 |
| $58.1M |
| $3.6M |
| 4 | DEN HARTOG INDUSTRIES, INC. DEN HARTOG INDUSTRIES, INC. 401(K) RETIREMENT PLAN | HOSPERS IA | 287 | $26.4M | $3.6M |
| 5 | UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH UNIVERSITY CLINICAL HEALTH EMPLOYER CONTRIBUTION PLAN | MEMPHIS TN | 449 | $34.5M | $2.9M |
| 6 | STG LOGISTICS, INC. STG LOGISTICS RETIREMENT PLAN | DUBLIN OH | 1,360 | $63.9M | $2.1M |
| 7 | INTANDEM HUMAN RESOURCES, LLC ITHR 401(K) PLAN | DENVER CO | 1,147 | $49.0M | $1.3M |
| 8 | UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH UNIVERSITY CLINICAL HEALTH 403(B) PLAN | MEMPHIS TN | 489 | $14.8M | $1.3M |
| 9 | SERVER SUITES, LLC SERVER SUITES, LLC 401K & PROFIT SHARING PLAN | LOVELAND OH | 101 | $9.9M | $1.1M |
| 10 | ICAPITAL NETWORK, INC. ICAPITAL NETWORK, INC. 401(K) PLAN | NEW YORK NY | 1,268 | $85.4M | $802K |
