Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Century Ultra Mutual fund - in their Schedule of Assets, totaling $7.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPROUT SOCIAL, INC. SPROUT SOCIAL RETIREMENT PLAN | CHICAGO IL | 1,031 | $113.5M | $2.4M |
| 2 | MASSACHUSETTS TEACHERS ASSOCIATION MASSACHUSETTS TEACHER ASSOCIATION 401(K) SAVINGS PLAN | QUINCY MA | 172 | $20.6M | $2.0M |
| 3 | DATAPATH, INC. DATAPATH, INC. 401(K) RETIREMENT PLAN |
DULUTH GA |
| 127 |
| $12.3M |
| $773K |
| 4 | HOPE COLLEGE HOPE COLLEGE INVEST PLAN | HOLLAND MI | 1,101 | $207.5M | $667K |
| 5 | PATHFINDER INTERNATIONAL PATHFINDER INTERNATIONAL RETIREMENT PLAN | WASHINGTON DC | 67 | $31.9M | $667K |
| 6 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN | ERLANGER KY | 28,491 | $2.9B | $274K |
| 7 | GOLDEN VALLEY HEALTH CENTERS GOLDEN VALLEY HEALTH CENTERS 403(B) PLAN | ATWATER CA | 1,125 | $50.8M | $259K |
| 8 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $122K |
| 9 | THE MENNINGER CLINIC THE MENNINGER CLINIC 403(B) RETIREMENT SAVINGS PLAN | HOUSTON TX | 442 | $42.2M | $62K |
