Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding AMG Yacktman I in their Schedule of Assets, totaling $7.2M 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 | AUTOCAR, LLC AUTOCAR, LLC RETIREMENT SAVINGS PLAN | HAGERSTOWN IN | 719 | $37.4M | $2.9M |
| 2 | AMPORTS, INC. AMPORTS 401(K) PLAN | JACKSONVILLE FL | 579 | $26.4M | $2.5M |
| 3 | WHITE EARTH RESERVATION TRIBAL COUNCIL WHITE EARTH COMMERCIAL 401(K) PLAN |
MAHNOMEN MN |
| 667 |
| $30.2M |
| $923K |
| 4 | NOVACOAST, INC. NOVACOAST, INC. 401(K) PLAN | OREM UT | 289 | $24.9M | $293K |
| 5 | CANAL HR, INC. CANAL HR, INC. QUALIFIED RETIREMENT PLAN | METAIRIE LA | 885 | $45.9M | $193K |
| 6 | AVINEON, INC. AVINEON, INC. 401(K) AND PROFIT SHARING PLAN | MCLEAN VA | 58 | $22.1M | $177K |
| 7 | RADIUS HOLDINGS LLC RADIUS GLOBAL SOLUTIONS 401(K) PLAN | AMBLER PA | 727 | $19.7M | $151K |
| 8 | HUPP ELECTRIC MOTORS, INC. HUPP 401(K) PLAN | MARION IA | 257 | $25.0M | $108K |
| 9 | KOREAN COMMUNITY SERVICES INC. KOREAN COMMUNITY SERVICES INC 401K AND PROFIT SHARING PLAN | ANAHEIM CA | 185 | $4.2M | $3K |
| 10 | KOREAN COMMUNITY SERVICES INC. KOREAN AMERICAN CENTER 401K AND PROFIT SHARING PLAN | ANAHEIM CA | 169 | $2.7M | $2K |
