Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Century Investments American Century Ultra® Fund R6 Class # in their Schedule of Assets, totaling $11.5M 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 | GREEN HASSON & JANKS LLP GHJ 401(K) RETIREMENT PLAN | LOS ANGELES CA | 234 | $47.2M | $6.5M |
| 2 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC FIRST EAGLE INVESTMENTS 401(K) PLAN | NEW YORK NY | 584 | $216.6M | $4.5M |
| 3 | AVASURE OPCO HOLDINGS, INC. AVASURE 401(K) PLAN |
BELMONT MI |
| 244 |
| $18.3M |
| $509K |
