Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Oakmark Equity & Income Fund " in their Schedule of Assets, totaling $27.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WINDELS MARX LANE & MITTENDORF, LLP WINDELS MARX LANE & MITTENDORF, LLP PROFIT SHARING 401(K) PLAN | NEW YORK NY | 219 | $69.2M | $6.5M |
| 2 | AIR METHODS LLC AIR METHODS CORPORATION 401(K) PLAN | GREENWOOD VILLAGE CO | 4,913 | $633.9M | $5.1M |
| 3 | VERINT SYSTEMS INC. VERINT SYSTEMS INC. 401(K) SAVINGS PLAN |
MELVILLE NY |
| 1,385 |
| $415.4M |
| $4.5M |
| 4 | WINDELS MARX LANE & MITTENDORF, LLP WINDELS MARX LANE & MITTENDORF, LLP RETIREMENT PLAN AND TRUST | NEW YORK NY | 124 | $42.8M | $3.3M |
| 5 | CARYLON CORPORATION CARYLON CORPORATION 401(K) RETIREMENT PLAN | CHICAGO IL | 775 | $32.6M | $2.7M |
| 6 | REDWOOD CREDIT UNION REDWOOD CREDIT UNION TARGET BENEFIT PLAN | SANTA ROSA CA | 109 | $36.1M | $2.6M |
| 7 | MAYO HOLDING COMPANY MAYO RETIREMENT SAVINGS PLAN | ROCHESTER MN | 3,587 | $762.2M | $1.1M |
| 8 | HOGANTAYLOR LLP HOGANTAYLOR LLP 401(K) PROFIT SHARING PLAN | TULSA OK | 360 | $72.9M | $581K |
| 9 | JACKSON LUMBER & MILLWORK COMPANY, INC. JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN | LAWRENCE MA | 176 | $19.3M | $424K |
| 10 | DUNWOODY COLLEGE OF TECHNOLOGY DUNWOODY COLLEGE OF TECHNOLOGY EMPLOYEES' SAVINGS PLAN | MINNEAPOLIS MN | 331 | $23.3M | $267K |
