Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Century Heritage N/A in their Schedule of Assets, totaling $11.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELDRIDGE WEALTH SOLUTIONS, INC. SECURITY BENEFIT ASSOCIATES PROFIT SHARING AND SAVINGS PLAN | TOPEKA KS | 1,664 | $389.2M | $11.1M |
