Heritage Fund I Class
Ticker ATHIX · Mutual fund · Share class: Class Instl
Matched by tickerAll American Century fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
4
1 with $250K or more
Dollars held
$965K
69,858 of 69,862 plans with fund lines hold none
Median per plan
$222K
Share of their fund dollars
0.4%
Same fund, other share classes
41 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6ATHDX | Low cost | 103 | $111M |
| Class AATHAX | Retail / revenue sharing | 21 | $14.5M |
| Heritage Fund R ClassATHWX | Not stated | 4 | $12.9M |
| Class InvestorTWHIX | Mid cost | 20 | $9.9M |
| Class Instl (this page)ATHIX | Low cost | 4 | $965K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Heritage Fund I Class
The largest 10 plans in each list.
| Teach for America, Inc. 403(b) Retirement Plan$224M plan · Teach for America, Inc., NY · Principal | $699K |
| St. Bernard Soap Company 401(k) Plan$9.9M plan · St. Bernard Soap Company, IL · Principal | $222K |
| Merry Heart Personnel Corp 401(k) Profit Sharing Plan & Trust$10.3M plan · Merry Heart Personnel Corp, NJ · Paychex | $22K |
| VVF Kansas Services, LLC 401(k) Plan$15.2M plan · VVF Kansas Services, LLC, IL · Principal | $22K |
Plans whose filed schedule lists Heritage Fund I Class.
How the filings spell it
Show 2 names seen in the filings
- American Century Heritage
- American Century Heritage Instl