Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Am Cent Heritage Inv Mutual Fund # in their Schedule of Assets, totaling $996K 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 | PMG INDIANA LLC PMG US GROUP SAVINGS AND RETIREMENT PLAN | COLUMBUS IN | 265 | $14.4M | $733K |
| 2 | FOSTER LLP FOSTER LLP 401(K) PLAN | HOUSTON TX | 110 | $21.7M | $260K |
| 3 | COMMERCIAL JET, INC. COMMERCIAL JET, INC. 401(K) PLAN | MIAMI |
| 207 |
| $4.5M |
| $3K |