Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Century Ultra Fund Mutual fund - in their Schedule of Assets, totaling $32.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WILSON & COMPANY, INC., ENGINEERS & ARCHITECTS WILSON & COMPANY 401(K) PLAN | ALBUQUERQUE NM | 684 | $110.3M | $14.8M |
| 2 | MOMENTUM PLATFORM, LLC MOMENTUM 401(K) PLAN | DALLAS TX | 1,106 | $98.3M | $6.4M |
| 3 | ORION ENGINEERED CARBONS ORION ENGINEERED CARBONS 401(K) SAVINGS PLAN |
SPRING TX |
| 369 |
| $77.6M |
| $4.4M |
| 4 | DARR EQUIPMENT, LP DARRSAVE 401(K) PLAN | IRVING TX | 472 | $25.5M | $3.3M |
| 5 | PETER-DEFRIES CORPORATION DIONS 401(K) PLAN | ALBUQUERQUE NM | 461 | $19.5M | $1.1M |
| 6 | ADTRAV CORPORATION ADTRAV CORPORATION 401(K) RETIREMENT PLAN | HOOVER AL | 268 | $8.9M | $878K |
| 7 | SINGLE DIGITS, INC. SINGLE DIGITS 401(K) PLAN | BEDFORD NH | 183 | $12.3M | $829K |
| 8 | AZTEC SHOPS, LTD AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES | SAN DIEGO CA | 193 | $9.4M | $437K |
| 9 | ABSOLUTE DENTAL GROUP, LLC ABSOLUTE DENTAL GROUP, LLC 401(K) PLAN | LAS VEGAS NV | 684 | $8.3M | $393K |
| 10 | CADY STUDIOS, LLC CADY 401(K) PLAN | ALPHARETTA GA | 462 | $4.7M | $159K |
