Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Century Ultra in their Schedule of Assets, totaling $6.7M 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 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $1.6M |
| 2 | HEREFORD INSURANCE COMPANY HEREFORD INSURANCE COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | LONG ISLAND CITY NY | 241 | $15.6M | $1.6M |
| 3 | AMERICAN INTEGRITY INSURANCE GROUP, LLC |
TAMPA FL |
| 284 |
| $20.2M |
| $1.1M |
| 4 | SEALAND CONTRACTORS CORP. SEALAND CONTRACTORS CORP. 401(K) SAVINGS PLAN | RUSH NY | 104 | $9.1M | $735K |
| 5 | SPEEDY METALS, LLC SPEEDY METALS, LLC PROFIT SHARING 401(K) PLAN AND TRUST | NEW BERLIN WI | 133 | $5.8M | $646K |
| 6 | ABODE SERVICES ABODE SERVICES 403(B) PLAN | FREMONT CA | 690 | $8.4M | $580K |
| 7 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $289K |
| 8 | CHEMICO LLC CHEMICO LLC AND CHEMICO SYSTEMS INC. PROFIT SHARING PLAN AND TRUST | SOUTHFIELD MI | 222 | $8.6M | $118K |
| 9 | STEVENSON UNIVERSITY, INC. STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN | STEVENSON MD | 1,124 | $117.8M | $6K |
