Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oakmark Equity and Income Institutional Mutual Fund - in their Schedule of Assets, totaling $783K 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 | YOUTH DEVELOPMENT, INC. SECTION 403(B) RETIREMENT PLAN FOR YOUTH DEVELOPMENT, INC. | ALBUQUERQUE NM | 551 | $16.4M | $781K |
| 2 | FOWLER PROPERTY ACQUISITIONS, LLC FOWLER PROPERTY ACQUISITIONS, LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 171 | $22.2M | $2K |
