Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Oakmark Equity and Income Fund " in their Schedule of Assets, totaling $12.0M 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 | BROADCAST MUSIC, INC. DEFINED CONTRIBUTION PLAN FOR EMPLOYEES OF BROADCAST MUSIC, INC. AND CERTAIN SUBSIDIARIES | NASHVILLE TN | 745 | $149.7M | $5.5M |
| 2 | NEB CORPORATION NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN | FOND DU LAC WI | 373 | $87.6M | $2.9M |
| 3 | KORTE CONSTRUCTION COMPANY |
HIGHLAND IL |
| 218 |
| $52.8M |
| $1.4M |
| 4 | ROCHESTER SENSORS, LLC ROCHESTER SENSORS, LLC | COPPELL TX | 185 | $10.2M | $923K |
| 5 | THOMPSON, COE, COUSINS & IRONS, L.L.P. THOMPSON, COE, COUSINS & IRONS L.L.P. RETIREMENT PLAN | DALLAS TX | 460 | $86.6M | $516K |
| 6 | TS IMAGINE, INC. TS IMAGINE, INC. 401(K) PLAN | NEW YORK NY | 102 | $30.5M | $498K |
| 7 | HELIGEAR ACQUISITION CO DBA NORTHSTAR AEROSPACE CH NORTHSTAR AEROSPACE (USA) VOLUNTARY SAVINGS PLAN | BEDFORD PARK IL | 299 | $52.8M | $206K |
| 8 | CASCADE STEEL ROLLING MILLS, INC. SALARY DEFERRAL RETIREMENT PLAN FOR EMPLOYEES OF CASCADE STEEL ROLLING MILLS, INC. & AFFILIATED EMPLOYERS | PORTLAND OR | 279 | $25.3M | $74K |
| 9 | ITECH US, INC. ITECH US, INC. 401(K) PROFIT SHARING PLAN | SOUTH BURLINGTON VT | 299 | $13.4M | $3K |
