Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Century Heritage R6 Registered investment company in their Schedule of Assets, totaling $2.9M 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 | GE INDUSTRIAL OF PR, LLC GE VERNOVA PUERTO RICO SAVINGS PLAN | GUAYNABO PR | 103 | $22.3M | $1.7M |
| 2 | GEA CARIBBEAN EXPORT, LLC GE PUERTO RICO SAVINGS PLAN | SAN JUAN PR | 99 | $17.4M | $1.3M |
