Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Century Investments American Century Ultra Fund in their Schedule of Assets, totaling $8.4M 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 | POWELL INDUSTRIES, INC. POWELL INDUSTRIES, INC. EMPLOYEES INCENTIVE SAVINGS PLAN | HOUSTON TX | 2,164 | $252.3M | $6.2M |
| 2 | IDERA, INC. IDERA 401(K) SAVINGS PLAN | AUSTIN TX | 297 | $61.7M | $2.1M |
| 3 | VIRGINIA TRANSPORTATION CORPORATION FUEL YOUR 401(K) RETIREMENT PLAN |
WEST WARWICK RI |
| 575 |
| $15.6M |
| $30K |
| 4 | COMMUNITY YOUTH SERVICES COMMUNITY YOUTH SERVICES 403(B) RETIREMENT PLAN | OLYMPIA WA | 157 | $6.3M | $24K |
