Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Century Ultra® R6 Mutual Fund in their Schedule of Assets, totaling $14.5M 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 | KINGMAN HEALTHCARE, INC. KINGMAN HEALTHCARE, INC. 403(B) RETIREMENT PLAN | KINGMAN AZ | 1,932 | $113.7M | $5.8M |
| 2 | ORLANDO MAGIC, LTD. ORLANDO MAGIC 401(K) SAVINGS PLAN | ORLANDO FL | 333 | $39.0M | $3.5M |
| 3 | MITCHELL AUTO GROUP, INC. MITCHELL AUTO GROUP, INC. 401(K) PLAN |
SIMSBURY CT |
| 218 |
| $15.3M |
| $1.5M |
| 4 | BELLEVIEW BILTMORE COUNTRY CLUB CORP. BELLEAIR COUNTRY CLUB 401K PLAN | BELLEAIR FL | 153 | $7.3M | $596K |
| 5 | FREESTORE FOODBANK INC. FREESTORE FOODBANK, INC. 403B PROFIT SHARING PLAN | CINCINNATI OH | 132 | $8.9M | $545K |
| 6 | ONETRUST LLC ONETRUST LLC 401(K) PLAN | ATLANTA GA | 1,044 | $34.2M | $514K |
| 7 | ARTHUR H. THOMAS COMPANY ARTHUR H.THOMAS SAVINGS & INVESTMENT PLAN | CHADDS FORD PA | 348 | $37.9M | $505K |
| 8 | ALERT MEDIA, INC. ALERT MEDIA, INC. 401(K) PLAN | AUSTIN TX | 365 | $19.6M | $447K |
| 9 | GENPRO, INC. GENPRO INC. 401(K) PROFIT SHARING PLAN | RUTHERFORD NJ | 71 | $8.1M | $321K |
| 10 | NEXT STEP HEALTHCARE, LLC NEXT STEP HEALTHCARE 401(K) PLAN | WOBURN MA | 1,360 | $10.0M | $273K |
