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 Inv in their Schedule of Assets, totaling $993K 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 | SILVERSTEIN PROPERTIES, LLC SILVERSTEIN PROPERTIES, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 242 | $71.5M | $821K |
| 2 | THE FARRELL DISTRIBUTING CORPORATION FARRELL DISTRIBUTING CORPORATION 401(K) PLAN | SOUTH BURLINGTON VT | 300 | $44.2M | $172K |
