Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Oakmark Eq & Inc Inv Registered Investment Company in their Schedule of Assets, totaling $7.3M 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 | VARNUM LLP VARNUM LLP MASTER TRUST | GRAND RAPIDS MI | — | $206.4M | $5.4M |
| 2 | WEST CENTRAL STEEL, INC CONSOLIDATED 401(K) AND PROFIT SHARING PLAN | WILLMAR MN | 136 | $20.5M | $1.4M |
| 3 | WOLVERINE TRADING, LLC WOLVERINE EMPLOYEE SAVINGS & RETIREMENT PLAN |
CHICAGO IL |
| 395 |
| $181.0M |
| $385K |
| 4 | ALLIANCE HEALTH PROFESSIONALS PLLC ALLIANCE HEALTH RETIREMENT PLAN | MOUNT CLEMENS MI | 231 | $41.3M | $165K |
