Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American century ultra R6 in their Schedule of Assets, totaling $21.8M 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 | WILMINGTON HEALTH, PLLC WILMINGTON HEALTH, PLLC RETIREMENT PLAN | WILMINGTON NC | 1,251 | $166.3M | $13.4M |
| 2 | FILTRATION GROUP CORPORATION FILTRATION GROUP 401(K) RETIREMENT SAVINGS PLAN | AUSTIN TX | 2,756 | $224.2M | $5.5M |
| 3 | UNIVERSAL PHOTONICS INC UNIVERSAL PHOTONICS INC 401(K) PROFIT SHARING PLAN & TRUST |
CENTRAL ISLIP NY |
| 119 |
| $18.5M |
| $2.5M |
| 4 | FATHER BILL'S & MAINSPRING, INC. FATHER BILL'S & MAINSPRING, INC. 401(K) PLAN | BROCKTON MA | 316 | $6.4M | $300K |
| 5 | TAMPA BAY PERFORMING ARTS CENTER INC., DBA DAVID A. STRAZ JR. CENTER DAVID A. STRAZ JR. CENTER FOR THE PERFORMING ARTS RETIREMENT PLAN | TAMPA FL | 580 | $13.4M | $17K |
