Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MetWestFunds Oakmark Fund Investor Class in their Schedule of Assets, totaling $5K 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 | ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER 401(K) PLAN | ST. GEORGE UT | 771 | $21.5M | $5K |
