Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AdvisorTrust, Inc. Oakmark Equity & Income in their Schedule of Assets, totaling $281K 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 | CENTRAL BANK CENTRAL BANK 401K PROFIT SHARING PLAN | PROVO UT | 330 | $63.7M | $281K |
