Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Metropolitan Life Insurance Company Oakmark Equity and Income Fund Investor Class {+} in their Schedule of Assets, totaling $106K 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 | CONCERN FOR INDEPENDENT LIVING, INC. CONCERN FOR MENTAL HEALTH, INC. RETIREMENT PLAN | MEDFORD NY | 369 | $25.7M | $106K |
