Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Amg Yacktman I Mutual Funds in their Schedule of Assets, totaling $724K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZIFFREN BRITTENHAM LLP ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 64 | $68.3M | $332K |
| 2 | COMMODORE CONSTRUCTION CORP. COMMODORE CONSTRUCTION CORP. 401(K) RETIREMENT PLAN | MOUNT VERNON NY | 111 | $9.7M | $274K |
| 3 | MAGNESITA REFRACTORIES COMPANY |
YORK PA |
| 77 |
| $71.3M |
| $118K |
