Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding AMERCENT HERITAGE FUND - A in their Schedule of Assets, totaling $5.5M 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 | AMERICAN OUTCOMES MANAGEMENT,L. AMERICAN OUTCOMES MANAGEMENT, L.P 401(K) PLAN | ARLINGTON TX | 134 | $13.1M | $1.2M |
| 2 | ROEVOLUTION 226, LLC ROEVOLUTION 226 PROFIT SHARING & 401(K) PLAN | BANNOCKBURN IL | 144 | $13.0M | $784K |
| 3 | MERIWETHER-GODSEY, INC. MERIWETHER-GODSEY, INC. PROFIT SHARING AND 401(K) PLAN |
LYNCHBURG VA |
| 444 |
| $8.6M |
| $485K |
| 4 | BANCORP FINANCIAL, INC. BANCORP FINANCIAL, INC. 401(K) PLAN | OAK BROOK IL | 180 | $13.2M | $329K |
| 5 | JENSEN U.S.A. JENSEN USA, INC. 401(K) PLAN | PANAMA CITY FL | 142 | $14.4M | $319K |
| 6 | DIAMOND RESIDENTIAL MORTGAGE COR DIAMOND RESIDENTIAL MORTGAGE CORPORATION 401(K) PLAN | LAKE FOREST IL | 113 | $10.5M | $312K |
| 7 | NEXUS HEALTH SYSTEMS, LTD NEXUS HEALTH SYSTEMS, LTD 401(K) PLAN | HOUSTON TX | 815 | $14.0M | $312K |
| 8 | INNOVATION INDUSTRIES, INC. INNOVATION INDUSTRIES, INC. 401(K) PLAN AND TRUST | RUSSELLVILLE AR | 272 | $29.0M | $296K |
| 9 | FORTRESS BIOTECH INC FORTRESS BIOTECH INC 401K PLAN | BAY HARBOR ISLANDS FL | 106 | $16.9M | $294K |
| 10 | QUEST RESOURCE MANAGEMENT GROUP, QUEST RESOURCE MANAGEMENT GROUP, LLC 401(K) PLAN | THE COLONY TX | 211 | $9.1M | $266K |
