Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Century Ultra® Inv in their Schedule of Assets, totaling $24.2M 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 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $7.9M |
| 2 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $6.4M |
| 3 | MANASQUAN BANK MANASQUAN BANK 401(K) PLAN |
| 240 |
| $38.3M |
| $1.8M |
| 4 | COMMERCIAL CONTRACTORS, INC. MANGIONE FAMILY ENTERPRISES RETIREMENT PLAN | ELLICOTT CITY MD | 2,106 | $40.6M | $1.5M |
| 5 | SEAFIELD CENTER, INC. SEAFIELD CENTER, INC. 401(K) PLAN AND TRUST | WESTHAMPTON BEACH NY | 199 | $8.8M | $1.4M |
| 6 | CATELLI BROTHERS, INC. CATELLI BROTHERS, INC. 401(K) PLAN | COLLINGSWOOD NJ | 238 | $15.5M | $1.4M |
| 7 | VISUAL LEASE, LLC VISUAL LEASE, LLC 401(K) PLAN | WOODBRIDGE NJ | 7 | $19.6M | $1.0M |
| 8 | MERLIN INDUSTRIES, INC. MERLIN INDUSTRIES, INC. 401(K) PLAN | HAMILTON NJ | 297 | $13.9M | $806K |
| 9 | EMPLOYEE RETIREMENT PLAN EMPLOYEE RETIREMENT PLAN | RALEIGH NC | 172 | $15.9M | $780K |
| 10 | PHILADELPHIA COUNTRY CLUB PHILADELPHIA COUNTRY CLUB 401(K) RETIREMENT PLAN | GLADWYNE PA | 157 | $7.9M | $515K |
