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 Fund in their Schedule of Assets, totaling $15.4M 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 | ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES ABBOTT PUERTO RICO RETIREMENT PLAN | ABBOTT PARK IL | 354 | $102.3M | $15.3M |
| 2 | CHANDLER (U.S.A.), INC. CHANDLER (U.S.A), INC. 401(K) THRIFT PLAN | CHANDLER OK | 313 | $40.6M | $113K |
