Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AMG Funds in their Schedule of Assets, totaling $122K 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 | GREAT RIVER MEDICAL CENTER SOUTHEAST IOWA REGIONAL MEDICAL CENTER 403(B) | WEST BURLINGTON IA | 221 | $85.7M | $105K |
| 2 | REGENT BANK REGENT BANK 401(K) PLAN | TULSA OK | 211 | $16.3M | $17K |