Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oakmark Equity & Income Inv Registered Investment Company in their Schedule of Assets, totaling $2.2M 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 | TREND TECHNOLOGIES, LLC TREND TECHNOLOGIES, LLC SAVINGS AND RETIREMENT PLAN | CHINO CA | 197 | $16.8M | $1.8M |
| 2 | MANHATTAN CAPITAL CORPORATION IRISH 401(K) RETIREMENT PLAN | ROSEMEAD CA | 155 | $11.3M | $461K |
