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 Investor Registered Investment Company in their Schedule of Assets, totaling $218K 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 | FIRST MONTGOMERY PAYROLL INC. FIRST MONTGOMERY PAYROLL INC 401(K) PLAN | HADDON TOWNSHIP NJ | 121 | $12.5M | $131K |
| 2 | FIRST AMERICAN BANK FIRST AMERICAN BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | ARTESIA NM | 197 | $81.5M | $86K |
