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 - in their Schedule of Assets, totaling $1.1M 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 | ALEXZA PHARMACEUTICALS, INC. ALEXZA PHARMACEUTICALS, INC. 401(K) PLAN | FREMONT CA | 68 | $17.0M | $1.1M |
