Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding GW&K Investment Management AMG GW&K Small Mid Cap Core I Fund in their Schedule of Assets, totaling $2.2M 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 | FLENDER CORPORATION FLENDER CORPORATION SAVINGS PLAN | ELGIN IL | 188 | $42.1M | $2.2M |
