Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Oakmark Equity & Income I Fund Registered investment company in their Schedule of Assets, totaling $448K 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 | BRODER BROS., CO. BRODER BROS., CO. EMPLOYEES' 401(K) TRUST | TREVOSE PA | 2,594 | $80.1M | $448K |
