Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Affiliated Managers Group Inc. Stock in their Schedule of Assets, totaling $4.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES SOFT DRINK AND BREWERY WORKERS SOFT DRINK AND BREWERY WORKERS UNION LOCAL 812 RETIREMENT FUND | GREAT NECK NY | 1,656 | $973.8M | $2.9M |
| 2 | TRUSTEES UFCW LOCAL 1262 PENSION FUND UFCW LOCAL 1262 & EMPLOYERS PENSION FUND | CLIFTON NJ | 4,449 | $1.0B | $1.8M |
