Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding INVESTMENTS IN REGISTERED INVESTMENT COMPANIES American Century Heritage Fund in their Schedule of Assets, totaling $46K 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 | SERVICE ENERGY, LLC SERVICE ENERGY, LLC COMBINED PROFIT SHARING PLAN | CHESWOLD DE | 267 | $10.5M | $46K |
