Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMG Funds AMG Yacktman Fund Class I in their Schedule of Assets, totaling $83K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHERN FROZEN FOODS, INC. NORTHERN FROZEN FOODS, INC. EMPLOYEES GROWTH PROFILE RETIREMENT PLAN | CLEVELAND OH | 210 | $20.4M | $56K |
| 2 | APEX DENTAL LABORATORY GROUP, LLC APEX DENTAL LABORATORY GROUP 401(K) PLAN | WACO TX | 321 | $7.3M | $18K |
| 3 | C.A. CURTZE COMPANY |
ERIE PA |
| 483 |
| $37.7M |
| $9K |
