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 Mutual Fund in their Schedule of Assets, totaling $24.4M 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 | ANRITSU COMPANY ANRITSU COMPANY SALARY DEFERRAL PLAN | MORGAN HILL CA | 464 | $288.7M | $12.4M |
| 2 | STRATAS FOODS LLC STRATAS FOODS LLC RETIREMENT PLAN | CORDOVA TN | 1,003 | $82.8M | $8.1M |
| 3 | CGH TECHNOLOGIES, INC. EMPLOYEE BENEFIT PLAN OF CGH TECHNOLOGIES, INC. |
WASHINGTON DC |
| 72 |
| $9.4M |
| $997K |
| 4 | GOLDBERG LINDSAY & CO. LLC GOLDBERG LINDSAY & CO. LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 57 | $61.8M | $857K |
| 5 | KEYSTONE PACIFIC PROPERTY MANAGEMENT, LLC KEYSTONE PACIFIC 401(K) PLAN | IRVINE CA | 383 | $16.5M | $741K |
| 6 | NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN | HARRISONBURG VA | 81 | $18.2M | $731K |
| 7 | DEACONESS HEALTH SYSTEM, INC. DEACONESS HEALTH SYSTEM, INC. TAX SHELTERED ANNUITY THRIFT PLAN | EVANSVILLE IN | 526 | $18.9M | $561K |
| 8 | HARBOR DAY SCHOOL THE HARBOR DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CORONA DEL MAR CA | 84 | $23.5M | $95K |
