Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Eq & Inc Inv in their Schedule of Assets, totaling $49.3M 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 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $42.1M |
| 2 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS AND ARTHUR LLP 401K RETIREMENT PLAN MASTER TRUST | COLUMBUS OH | — | $220.1M | $5.1M |
| 3 | BOHLER ENGINEERING P.C. BOHLER ENGINEERING P.C. 401(K) PLAN |
WARREN NJ |
| 924 |
| $141.3M |
| $2.1M |
