Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Century Investments Heritage Investment Fund in their Schedule of Assets, totaling $3.3M 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 | HPS MECHANICAL, INC. HPS MECHANICAL, INC. RETIREMENT PLAN | BAKERSFIELD CA | 228 | $43.8M | $3.3M |
