Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AMG Yacktman Fund; Class I Mutual Fund in their Schedule of Assets, totaling $2.3M 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 | SEAVIEW ORTHOPAEDICS & MEDICAL ASSOCIATES SEAVIEW ORTHOPAEDICS 401(K) PLAN | OCEAN TOWNSHIP NJ | 387 | $54.6M | $1.0M |
| 2 | FUND FOR THE PUBLIC INTEREST, INC. PUBLIC INTEREST RESEARCH GROUP 401(K) PLAN | BOSTON MA | 179 | $37.8M | $862K |
| 3 | DEMANDBASE, INC. DEMANDBASE 401(K) PLAN |
SAN FRANCISCO CA |
| 483 |
| $43.8M |
| $367K |
| 4 | DAYSPRING PROGRAMS INC DAYSPRING PROGRAMS INC 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 59 | $383K | $8K |
