Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Oakmark Equity Income Fund Mutual fund in their Schedule of Assets, totaling $6.0M 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 | DEANS & HOMER DEANS & HOMER 401(K) AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 114 | $62.8M | $3.2M |
| 2 | KENT WATER SPORTS HOLDINGS, LLC KENT WATER SPORTS HOLDINGS, LLC EMPLOYEES' 401(K) PLAN | NEW LONDON OH | 361 | $14.0M | $1.3M |
| 3 | WAUSAU PAPER CORP. WAUSAU PAPER CORP NON-UNION RETIREE HEALTH CARE SAVINGS PLAN |
PHILADELPHIA PA |
| 111 |
| $2.2M |
| $658K |
| 4 | ISRAEL DISCOUNT BANK OF NEW YORK ISRAEL DISCOUNT BANK OF NEW YORK SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 676 | $165.6M | $590K |
| 5 | MEIKO AMERICA, INC. MEIKO AMERICA, INC./MEIKO FREIGHT SERVICE, INC. 401K PLAN | TORRANCE CA | 98 | $10.7M | $219K |
| 6 | PIGGLY WIGGLY ALABAMA DISTRIBUTING CO., INC. PIGGLY WIGGLY ALABAMA DISTRIBUTING CO., INC. 401(K) SAVINGS PLAN | BESSEMER AL | 482 | $35.2M | $49K |
