Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Century Ultra Fund R6 Class - in their Schedule of Assets, totaling $21.6M 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 | P. KAUFMANN, INC. P. KAUFMANN EMPLOYEES' 401(K) PROFIT-SHARING TRUST | NEW YORK NY | 149 | $76.1M | $12.0M |
| 2 | TELESTREAM, LLC TELESTREAM 401(K) EMPLOYEE SAVINGS PLAN | NEVADA CITY CA | 237 | $58.7M | $6.4M |
| 3 | BROADDUS & ASSOCIATES, INC. BROADDUS & ASSOCIATES, INC. 401(K) PLAN |
AUSTIN TX |
| 125 |
| $14.0M |
| $1.3M |
| 4 | CARDINAL GROUP MANAGEMENT & ADVISORY LLC CARDINAL GROUP MANAGEMENT 401(K) PLAN | DENVER CO | 2,467 | $20.5M | $786K |
| 5 | VIRTUOUS SOFTWARE, INC. VIRTUOUS SOFTWARE, INC. 401(K) PLAN | PHOENIX AZ | 159 | $6.3M | $332K |
| 6 | SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC SURGICAL SPECIALTY CENTER OF BATON ROUGE, LLC 401(K) PLAN | BATON ROUGE LA | 162 | $8.4M | $329K |
| 7 | SAN DIEGO STATE UNIVERSITY FOUNDATION SAN DIEGO STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | SAN DIEGO CA | 3,416 | $294.9M | $203K |
| 8 | ECHELON FITNESS MULTIMEDIA, LLC ECHELON FITNESS MULTIMEDIA 401(K) PLAN | CHATTANOOGA TN | 112 | $4.5M | $151K |
