Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Century Heritage Fund - in their Schedule of Assets, totaling $3.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MIDLAND INFORMATION RESOURCES COMPANY ELANDERS AMERICAS 401(K) RETIREMENT PLAN | DAVENPORT IA | 159 | $20.3M | $1.5M |
| 2 | ACCESS MANAGEMENT SERVICES, LLC (DBA COLORADO ACCESS) ACCESS MANAGEMENT SERVICES, LLC 401(K) RETIREMENT PLAN | AURORA CO | 433 | $37.8M | $972K |
| 3 | CERCO I, INC. |
CROOKSVILLE OH |
| 133 |
| $12.8M |
| $287K |
| 4 | E & M ELECTRIC AND MACHINERY, INC. E & M ELECTRIC AND MACHINERY, INC. 401(K) PROFIT SHARING PLAN | HEALDSBURG CA | 121 | $23.0M | $248K |
| 5 | COUNSELING SERVICE OF ADDISON COUNTY, INC. CSAC 403(B) RETIREMENT PLAN | MIDDLEBURY VT | 279 | $17.9M | $202K |
| 6 | SIXT RENT A CAR, LLC SIXT RENT A CAR 401(K) PLAN | FORT LAUDERDALE FL | 1,602 | $16.4M | $152K |
| 7 | ARD LOGISTICS, LLC ARD LOGISTICS, LLC 401K PLAN | DULUTH GA | 765 | $4.6M | $133K |
| 8 | ALMON, INC. ALMON, INC. 401(K) PLAN | WAUKESHA WI | 123 | $13.4M | $89K |
| 9 | THOMAS M COOLEY LAW SCHOOL THOMAS M COOLEY LAW SCHOOL 403(B) TAX SHELTERED RETIREMENT PLAN | LANSING MI | 107 | $65.0M | $56K |
| 10 | POST RANCH LIMITED PARTNERSHIP POST RANCH LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST | BIG SUR CA | 154 | $3.0M | $53K |
