Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Century Heritage Fund Mutual fund in their Schedule of Assets, totaling $9.7M 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 | INFINERA CORPORATION INFINERA 401(K) PLAN | SAN JOSE CA | 1,235 | $359.9M | $6.9M |
| 2 | BASS, BERRY & SIMS BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN | NASHVILLE TN | 528 | $355.4M | $1.7M |
| 3 | SHOCKEY COMPANIES 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES |
WINCHESTER VA |
| 115 |
| $41.8M |
| $418K |
| 4 | KIRWAN SURGICAL PRODUCTS LLC KIRWAN SURGICAL PRODUCTS 401K PROFIT SHARING PLAN | MARSHFIELD MA | 166 | $41.0M | $283K |
| 5 | VRX, INC. VRX, INC. RETIREMENT TRUST | PLANO TX | 197 | $11.2M | $192K |
| 6 | NAVY-MARINE CORPS RELIEF SOCIETY NAVY-MARINE CORPS RELIEF SOCIETY 401(K) SAVINGS PLAN | ARLINGTON VA | 178 | $12.5M | $113K |
| 7 | VS MEDIA INC VS MEDIA INC 401(K) PROFIT SHARING PLAN AND TRUST | THOUSAND OAKS CA | 115 | $6.0M | $54K |
| 8 | BEHRENS AND ASSOCIATES INC BEHRENS AND ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | EL SEGUNDO CA | 112 | $7.8M | $16K |
