Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AMG, Inc. 5,772 shares Common Stock in their Schedule of Assets, totaling $26.9M 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 | AMG, INC. AMG, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | LYNCHBURG VA | 110 | $27.4M | $26.9M |