Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMG AMG Yacktman Fund Class I in their Schedule of Assets, totaling $1.5M 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 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $828K |
| 2 | WPROMOTE LLC WPROMOTE LLC 401K PLAN | EL SEGUNDO CA | 726 | $45.5M | $652K |
| 3 | ALLIANCE COLLECTION AGENCIES, INC. ALLIANCE COLLECTION AGENCIES, INC. 401(K) PLAN |
MARSHFIELD WI |
| 121 |
| $6.5M |
| $3K |
