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 Investor 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TAYLOR MORRISON, INC. TAYLOR MORRISON 401(K) SAVINGS PLAN | SCOTTSDALE AZ | 3,036 | $370.5M | $12.0M |
