Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Oakmark Equity and Income Fund Investor Class Registered Investment Company in their Schedule of Assets, totaling $9.1M 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 | ADAMS AND REESE LLP ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST | NEW ORLEANS LA | 384 | $261.5M | $9.1M |
