Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Century Heritage in their Schedule of Assets, totaling $4.1M 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 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $907K |
| 2 | BARNES, DENNIG & CO., LTD. BARNES, DENNIG & CO., LTD. PROFIT SHARING PLAN | CINCINNATI OH | 157 | $39.3M | $464K |
| 3 | R & S ERECTION, INC. R & S 401(K) PROFIT SHARING PLAN |
SAN LEANDRO CA |
| 435 |
| $23.7M |
| $384K |
| 4 | GUARANTEE TRUST LIFE INSURANCE COMPANY GUARANTEE TRUST LIFE INSURANCE COMPANY AND SELECT AFFILIATES 401(K) AND PROFIT SHARING PLAN | GLENVIEW IL | 296 | $57.0M | $383K |
| 5 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $281K |
| 6 | GCON MANAGEMENT COMPANY, LLC GCON 401(K) PLAN | PHOENIX AZ | 174 | $15.4M | $253K |
| 7 | APPLIANCE CENTER OF TOLEDO, INC. APPLIANCE CENTER OF TOLEDO, INC. RETIREMENT PLAN | MAUMEE OH | 94 | $6.6M | $183K |
| 8 | LEGACY CABINETS, INC LEGACY CABINETS, INC. 401K PLAN | ESTABOGA AL | 429 | $8.2M | $179K |
| 9 | STEVENSON UNIVERSITY, INC. STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN | STEVENSON MD | 1,124 | $117.8M | $136K |
| 10 | NORMAN H. ANDERSON, M.D., P.A. NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN | OCALA FL | 86 | $16.6M | $114K |
