HERITAGE FUND Investor Class
Ticker TWHIX · CUSIP 025083791 · Mutual fund · Share class: Class InvestorMid cost
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
20
7 with $250K or more
Dollars held
$9.9M
69,842 of 69,862 plans with fund lines hold none
Median per plan
$74K
Share of their fund dollars
1.8%
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 Investor (this page)TWHIX | Mid cost | 20 | $9.9M |
| Class InstlATHIX | 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
1 plan
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that moved into it from another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Ritchie Engineering Company Savings and Retirement Plan$5M-$50M Share class change | $315K to $403K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold HERITAGE FUND Investor Class
The largest 10 plans in each list.
| Toyo Retirement Plan$148M plan · Toyo Tire Holdings of Americas Inc., CA · Fidelity (FMR) | $4.1M |
| Stew Leonard's 401(k) Savings and Retirement Plan$131M plan · Stew Leonard's, CT · Vanguard | $1.7M |
| Unicity 401(k) Profit Sharing Plan$23.8M plan · Unicity International, Inc., UT · Fidelity (FMR) | $915K |
| Seal & Design, Inc. 401(k) Profit Sharing Plan$30.5M plan · Seal & Design, Inc., NY · USI Insurance Services | $859K |
| Stew Leonard's Management Retirement Plan$29.9M plan · Stew Leonard's, CT · Vanguard | $700K |
| Higherechelon 401(k) Plan$19.5M plan · Higherechelon, Inc., AL · Not identified | $444K |
| Ritchie Engineering Company Savings and Retirement Plan$12.7M plan · Ritchie Engineering Company, Inc., MN · Fidelity (FMR) | $403K |
| Worden-Martin Employee 401(k) Plan$12.5M plan · Worden-Martin Inc, IL · John Hancock (Manulife) | $197K |
| Pathfinder International Retirement Plan$27.3M plan · Pathfinder International, DC · Transamerica (Aegon) | $133K |
| Multicultural Community Services of the Pioneer Valley, Inc. Retirement Plan & Trust$7.4M plan · Multicultural Community Services of the Pioneer Valley, Inc., MA · Nationwide | $74K |
Plans whose filed schedule lists HERITAGE FUND Investor Class.
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How the filings spell it
Show 5 names seen in the filings
- American Century Heritage
- American Century Heritage Fd: Inv Class
- American Century Heritage Fund (Investor Class)
- American Century Heritage Inv
- American Century Heritage Inv Fund