Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMG Yacktman Fund I in their Schedule of Assets, totaling $11.7M 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 | SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN | MADISON WI | 206 | $110.1M | $7.0M |
| 2 | PLANES MOVING & STORAGE, INC. PLANES MOVING & STORAGE, INC. 401K TAX DEFERRED SAVINGS PLAN | WEST CHESTER OH | 570 | $32.2M | $4.4M |
| 3 | THE KRESGE FOUNDATION |
TROY MI |
| 124 |
| $63.1M |
| $333K |
