Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AMG GW&K Small/Mid Cap Fund Class Z Mutual fund in their Schedule of Assets, totaling $11.6M 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 | GAINWELL ACQUISITION CORP. GAINWELL TECHNOLOGIES 401(K) PLAN | CONWAY AK | 11,437 | $691.3M | $11.6M |
