Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Oakmark Eq & Inc Inv Mutual Fund in their Schedule of Assets, totaling $3.1M 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 | PHYSICIAN SPECIALISTS IN ANESTHESIA PC PHYSICIAN SPECIALISTS IN ANESTHESIA, PC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 105 | $51.0M | $672K |
| 2 | TEXAS MEDICAL ASSOCIATION TEXAS MEDICAL ASSOCIATION EMPLOYEES 401(K) PROFIT SHARING PLAN | AUSTIN TX | 123 | $62.4M | $615K |
| 3 | PMG INDIANA LLC |
COLUMBUS IN |
| 265 |
| $14.4M |
| $597K |
| 4 | WHEATON EYE CLINIC, LTD. WHEATON EYE CLINIC, LTD. 401(K) PROFIT SHARING PLAN | WHEATON IL | 214 | $54.8M | $577K |
| 5 | JEWISH FAMILY & CAREER SERVICES, INC. JEWISH FAMILY & CAREER SERVICES PROFIT SHARING PLAN | ATLANTA GA | 206 | $9.2M | $492K |
| 6 | CONVERTIBLE CASTLE, INC. DBA BERNIE & PHYL'S FURNI BERNIE & PHYL'S FURNITURE RETIREMENT PLAN | NORTON MA | 371 | $17.9M | $103K |
| 7 | NORTHEAST COMMUNITY BANK NORTHEAST COMMUNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | WHITE PLAINS NY | 144 | $19.1M | $13K |
