Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding American Century Heritage Pooled separate account in their Schedule of Assets, totaling $2.6M 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 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 1,863 | $94.3M | $349K |
| 2 | ALBERT LEE, INC. ALBERT LEE, INC. 401(K) PLAN | SEATTLE WA | 173 | $26.0M | $300K |
| 3 | DEKKER, LTD. DEKKER, LTD. 401(K) PROFIT SHARING PLAN |
ALBUQUERQUE NM |
| 200 |
| $20.0M |
| $260K |
| 4 | EASTSIDE CATHOLIC SCHOOL EASTSIDE CATHOLIC SCHOOL 401K PLAN | SAMMAMISH WA | 134 | $13.9M | $225K |
| 5 | SMITH AND HOWARD ADVISORY LLC SMITH AND HOWARD ADVISORY LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 276 | $42.7M | $223K |
| 6 | LYNDEN DOOR, INC. LYNDEN DOOR, INC. 401K RETIREMENT PLAN | LYNDEN WA | 1,056 | $38.7M | $133K |
| 7 | EARLY EDUCATION AND CARE, INC. EARLY EDUCATION AND CARE, INC. 401K PROFIT SHARING PLAN | PANAMA CITY FL | 164 | $6.9M | $130K |
| 8 | ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN | PLANTATION FL | 107 | $27.7M | $119K |
| 9 | SMITH AND HOWARD PC SMITH AND HOWARD, P.C. SALARY DEFERRAL PLAN | ATLANTA GA | 151 | $30.2M | $104K |
| 10 | SATCO PRODUCTS, INC. SATCO PRODUCTS, INC. 401(K) PLAN | BRENTWOOD NY | 310 | $26.8M | $90K |
