Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oakmark Equity Income Investor Class in their Schedule of Assets, totaling $20.9M 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 | NATIXIS INVESTMENT MANAGERS, LLC 401(K) SAVINGS AND RETIREMENT PLAN, SPONSORED BY NATIXIS INVESTMENT MANAGERS, LLC | BOSTON MA | 954 | $613.1M | $15.8M |
| 2 | WEST COUNTY RADIOLOGICAL GROUP, INC WEST COUNTY RADIOLOGICAL GROUP, INC. PROFIT SHARING PLAN | ST. LOUIS MO | 153 | $83.5M | $5.2M |
