Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oakmark Equity Income I Mutual Fund in their Schedule of Assets, totaling $861K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOMESITE SERVICES, INC. HOMESITE SERVICES, INC. 401K PLAN | LIVERMORE CA | 404 | $8.9M | $789K |
| 2 | POSSIBLENOW, INC. POSSIBLENOW, INC. 401(K) PLAN | DULUTH GA | 121 | $12.5M | $71K |
