Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Century Ultra Fund Mutual fund - in their Schedule of Assets, totaling $30.0M 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 | 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 | SINGLE DIGITS, INC. SINGLE DIGITS 401(K) PLAN | BEDFORD NH | 183 | $12.3M | $829K |
| 6 | CADY STUDIOS, LLC CADY 401(K) PLAN | ALPHARETTA GA | 462 | $4.7M | $159K |
| 7 | ROBERT F. KENNEDY COMMUNITY ALLIANCE, INC. ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN | LANCASTER MA | 445 | $28.2M | $62K |
