Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Century Investments Ultra Investment Fund Mutual Fund in their Schedule of Assets, totaling $11.3M 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 | W R SYSTEMS, LTD. W R SYSTEMS, LTD 401(K) PLAN | FAIRFAX VA | 379 | $64.0M | $11.3M |
