Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AMG Yacktman Fund in their Schedule of Assets, totaling $2.8M 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 | KASA COMPANIES, INC. AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. | SALINA KS | 134 | $17.6M | $1.6M |
| 2 | NEW CASTLE STAINLESS PLATE, LLC NEW CASTLE STAINLESS PLATE, LLC. WAGE RETIREMENT INCOME PLAN FOR MEMBERS OF UAW LOCAL 729 | NEW CASTLE IN | 37 | $14.5M | $784K |
| 3 | RENAISSANCE LEARNING, INC. |
WISCONSIN RAPIDS WI |
| 1,753 |
| $217.3M |
| $437K |
| 4 | SATURN OF ST. PAUL, INC. SATURN OF ST. PAUL SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | WHITE BEAR LAKE MN | 170 | $9.5M | $21K |
| 5 | MATOUK TEXTILE WORKS, INC. MATOUK TEXTILE WORKS, INC 401(K) PLAN | FALL RIVER MA | 259 | $10.9M | $7K |
