Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Century Ultra Fund ^ in their Schedule of Assets, totaling $125.9M 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 | TRUSTEES OF PIPE FITTERS ASSOCIATION LOCAL 597 PIPE FITTERS ASSOCIATION L.U. 597, U.A. 401(K) PLA | CHICAGO IL | 9,410 | $2.5B | $112.8M |
| 2 | RJN GROUP, INC. RJN GROUP, INC. 401(K) PLAN | DOWNERS GROVE IL | 170 | $23.0M | $2.0M |
| 3 | AMERICAN FINANCIAL NETWORK, INC. AMERICAN FINANCIAL NETWORK, INC. 401(K) PROFIT SHARING PLAN |
BREA CA |
| 1,176 |
| $43.2M |
| $1.5M |
| 4 | THE KINGS ACADEMY INC. THE KINGS ACADEMY INC. 403B RETIREMENT PLAN | WEST PALM BEACH FL | 293 | $16.2M | $1.5M |
| 5 | FOX VALLEY TOOL & DIE, INC. FOX VALLEY TOOL & DIE, INC. 401(K) AND PROFIT SHARING PLAN | KAUKAUNA WI | 145 | $25.4M | $1.4M |
| 6 | SIMITREE ACQUISITION LLC SIMITREE HEALTHCARE CONSULTING, LLC 401(K) PLAN | HAMDEN CT | 273 | $21.6M | $1.1M |
| 7 | UNIVERSITY SCHOOL OF JACKSON UNIVERSITY SCHOOL OF JACKSON 403(B) RETIREMENT PLAN | JACKSON TN | 116 | $14.7M | $791K |
| 8 | DEPAUW UNIVERSITY DEPAUW UNIVERSITY RETIREMENT PLAN | GREENCASTLE IN | 649 | $251.6M | $710K |
| 9 | ANDALE READY MIX CENTRAL, INC. ANDALE READY MIX CENTRAL, INC. 401(K) PLAN | WICHITA KS | 223 | $10.3M | $645K |
| 10 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN | PRINCETON NJ | 154 | $68.8M | $632K |
