Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Oakmark Equity & Income Service Pooled Separate Account in their Schedule of Assets, totaling $44K 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 | COMMUNITY PARTNERS IN ACTION, INC. COMMUNITY PARTNERS IN ACTION DEFINED CONTRIBUTION PLAN | HARTFORD CT | 209 | $11.2M | $44K |
