Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding AMG Funds AMG Yacktman Fund - in their Schedule of Assets, totaling $13.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WEEKLEY HOMES LLC WEEKLEY HOMES 401(K) PLAN | HOUSTON TX | 1,679 | $413.2M | $7.3M |
| 2 | OLD POINT FINANCIAL CORPORATION OLD POINT FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | HAMPTON VA | 257 | $55.5M | $3.3M |
| 3 | FIRST COMMAND FINANCIAL PLANNING, INC. FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN |
FORT WORTH TX |
| 893 |
| $216.9M |
| $2.2M |
| 4 | AGRA CONSTRUCTION CO. AGRA CONSTRUCTION CO. 401(K) PLAN | MERRILL WI | 81 | $8.0M | $701K |
| 5 | DFW PLASTICS, INC. DFW PLASTICS, INC./DFW ROTEC, INC. PROFIT SHARING PLAN | FORT WORTH TX | 182 | $4.1M | $123K |
| 6 | LEWIS FOOD TOWN, INC. LEWIS FOOD TOWN, INC. 401(K) PLAN | HOUSTON TX | 1,324 | $16.4M | $83K |
| 7 | ACCOUNTING RESEARCH & ANALYTICS, LLC (DBA CFRA RESEARCH) CFRA RESEARCH RETIREMENT PLAN | CHARLOTTESVILLE VA | 130 | $18.0M | $15K |
