Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AMG Yacktman Fund Class I in their Schedule of Assets, totaling $1.3M 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 | HELLMUTH & JOHNSON, PLLC HELLMUTH & JOHNSON, PLLC 401K PLAN | EDINA MN | 105 | $23.1M | $509K |
| 2 | KONGSBERG AUTOMOTIVE INC KONGSBERG AUTOMOTIVE, INC. 401(K) PLAN | WILLIS TX | 535 | $44.9M | $357K |
| 3 | NEXFIRM LLC NEXFIRM LLC & MEMBER FIRMS' 401(K) RETIREMENT PLAN |
SCARSDALE NY |
| 296 |
| $27.2M |
| $351K |
| 4 | WILLIAM PENN BANK WILLIAM PENN BANK 401(K) RETIREMENT SAVINGS PLAN | BRISTOL PA | 93 | $11.3M | $92K |
| 5 | ATLANTIS COMFORT SYSTEMS CORP ACSC RETIREMENT PLAN | WEST WARWICK RI | 222 | $5.2M | $16K |
| 6 | STERLING CORPORATION STERLING EMPLOYEE SAVINGS PLAN | BILLERICA MA | 132 | $18.6M | $8K |
