Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AMG TS MID CAP GTH Z REGISTERED INVESTMENT COMPANY in their Schedule of Assets, totaling $5.0M 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 | MOTREX LLC WELLPOWER 401(K) SAVINGS AND RETIREMENT PLAN AND THE WELLPOWER HOURLY 401(K) PLAN MASTER TRUST | ALPHARETTA GA | — | $215.0M | $5.0M |
