Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Century Ultra R6 Mutual funds in their Schedule of Assets, totaling $5.0M 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 | AAK USA INC AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST | EDISON NJ | 510 | $44.3M | $2.1M |
| 2 | BOYUM & BARENSCHEER, PLLP BOYUM & BARENSCHEER PLLP PROFIT SHARING PLAN | BLOOMINGTON MN | 119 | $24.9M | $1.8M |
| 3 | USG MANAGEMENT SERVICES OF FLORIDA, INC. USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN |
TAMPA FL |
| 219 |
| $16.5M |
| $923K |
| 4 | PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS, INC. PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403(B) PLAN | BOSTON MA | 210 | $11.7M | $171K |
