Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AMG TimesSquare Mid Cap Growth Fund in their Schedule of Assets, totaling $110.8M 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 | ALLINA HEALTH SYSTEM ALLINA 401K RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 28,274 | $3.5B | $89.4M |
| 2 | ROSS STORES, INC. ROSS STORES, INC. 401(K) SAVINGS PLAN | DUBLIN CA | 56,638 | $1.0B | $20.2M |
| 3 | SANDESTIN BEACH HOTEL, LTD SANDESTIN BEACH HOTEL, LTD 401(K) RETIREMENT SAVINGS PLAN |
MIRAMAR BEACH FL |
| 597 |
| $13.4M |
| $756K |
| 4 | WILKIN & GUTTENPLAN, P.C. WILKIN & GUTTENPLAN, P.C. 401(K) PLAN | EAST BRUNSWICK NJ | 154 | $36.3M | $220K |
| 5 | HAHL COMPANIES, LLC HAHL COMPANIES 401(K) PLAN | SHAKOPEE MN | 275 | $17.5M | $164K |
