Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Century Heritage Mutual fund in their Schedule of Assets, totaling $2.0M 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 | NEW DIRECTIONS TECHNOLOGIES NEW DIRECTIONS TECHNOLOGIES, INC 401K PLAN | RIDGECREST CA | 376 | $24.5M | $508K |
| 2 | INDEPENDENT OPTIONS, INC. INDEPENDENT OPTIONS, INC. PROFIT SHARING 401(K) PLAN | CORONA CA | 366 | $8.0M | $326K |
| 3 | THE OSBORN ENGINEERING COMPANY |
CLEVELAND OH |
| 345 |
| $18.8M |
| $192K |
| 4 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $184K |
| 5 | NCM ASSOCIATES, INC. NCM ASSOCIATES, INC. ESOP/401(K) PLAN | KANSAS CITY MO | 227 | $115.1M | $183K |
| 6 | HOPE COLLEGE HOPE COLLEGE INVEST PLAN | HOLLAND MI | 1,101 | $207.5M | $125K |
| 7 | PATHFINDER INTERNATIONAL PATHFINDER INTERNATIONAL RETIREMENT PLAN | WASHINGTON DC | 67 | $31.9M | $125K |
| 8 | COMMUNITY REALTY MANAGEMENT, INC. COMMUNITY REALTY MANAGEMENT 401(K) PLAN | SANATOGA PA | 262 | $8.1M | $104K |
| 9 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN | ERLANGER KY | 28,491 | $2.9B | $102K |
| 10 | RELIABLE MANAGEMENT SOLUTIONS RELIABLE MANAGEMENT SOLUTIONS 401K PLAN | RENO NV | 454 | $4.7M | $80K |
