Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding OAKMARK EQUITY & INCOME FD INV Mutual Fund in their Schedule of Assets, totaling $33.9M 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 | NATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS NATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS INDIVIDUAL ACCOUNT PLAN | JAMAICA NY | 2,808 | $124.4M | $33.9M |
