Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies American Century Investments American Century Heritage Institutional Fund in their Schedule of Assets, totaling $699K 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 | TEACH FOR AMERICA, INC. TEACH FOR AMERICA, INC. 403(B) RETIREMENT PLAN | NEW YORK NY | 1,176 | $223.9M | $699K |
