Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AMG GW&K Small/Mid Cap Collective Investment Fund in their Schedule of Assets, totaling $11.7M 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 | RICH PRODUCTS CORPORATION RICH'S 401(K) PLAN | BUFFALO NY | 7,645 | $769.3M | $11.5M |
| 2 | RICH PRODUCTS CORPORATION RICH'S 401(K) HOURLY PLAN | BUFFALO NY | 774 | $38.8M | $248K |
