Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Oakmark Equity and Income Fund Investor Class Mutual fund in their Schedule of Assets, totaling $1.3M 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 | DUININCK COMPANIES DUININCK COMPANIES 401(K) PLAN | PRINSBURG MN | 1,281 | $137.6M | $1.1M |
| 2 | O'NEILL WETSUITS, LLC O'NEILL WETSUITS, LLC 401(K) PLAN | SANTA CRUZ CA | 85 | $16.2M | $119K |
| 3 | DUTCHMAN'S COUNTRY MARKET, INC. DUTCHMAN'S COUNTRY MARKET, INC. 401(K) PROFIT SHARING PLAN |
SCHAEFFERSTOWN PA |
| 308 |
| $8.5M |
| $41K |
| 4 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $10K |
