Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Century Heritage Registered investment company in their Schedule of Assets, totaling $305K 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 | QUICK TECHNOLOGIES, INC. QUICK TECHNOLOGIES, INC. RETIREMENT TRUST | PLANO TX | 144 | $14.9M | $285K |
| 2 | ESYSTEMS, INC. ESYSTEMS, INC. 401(K) PLAN | MONMOUTH JUNCTION NJ | 114 | $7.5M | $12K |
| 3 | LAURENCE SCHOOL LAURENCE SCHOOL 401(K) PROFIT SHARING PLAN |
VALLEY GLEN CA |
| 88 |
| $12.0M |
| $8K |
