Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Century Ultra Fund Registered investment companies in their Schedule of Assets, totaling $1.8M 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 | YACULTA COMPANIES, INC. YACULTA COMPANIES, INC. PROFIT SHARING PLAN & 401(K) PLAN | VANCOUVER WA | 266 | $34.7M | $1.0M |
| 2 | PACIFIC POWER GROUP, LLC PACIFIC POWER GROUP, LLC 401(K) PLAN | RIDGEFIELD WA | 210 | $31.0M | $809K |
