Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Amg Yacktman I Mutual Fund in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRIXEY & MEYER, INC. BRIXEY & MEYER, INC. 401(K) PROFIT SHARING PLAN | MIAMISBURG OH | 117 | $16.9M | $687K |
| 2 | FARWEST STEEL CORPORATION FARWEST STEEL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN | EUGENE OR | 648 | $47.9M | $556K |
| 3 | SPRINGWELL, INC. SPRINGWELL RETIREMENT PLAN |
WALTHAM MA |
| 261 |
| $14.7M |
| $123K |
| 4 | SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. 401K PLAN | LOS ANGELES CA | 159 | $13.5M | $76K |