Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Oakmark Fund in their Schedule of Assets, totaling $58.8M 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 | PENTAIR INC PENTAIR INC RETIREMENT SAVINGS AND STOCK | GOLDEN VALLEY MN | 4,636 | $909.7M | $43.2M |
| 2 | JEO, INC. JEO, INC. 401(K) PROFIT SHARING PLAN | WAHOO NE | 358 | $51.2M | $8.4M |
| 3 | KELLER, INC. KELLER, INC. 401(K) RETIREMENT SAVINGS PLAN |
| 265 |
| $37.6M |
| $4.1M |
| 4 | BOARD OF TRUSTEES OF SHEETMETAL WORKERS LOCAL 91 HEALTH AND WELFARE PL SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU | ROCK ISLAND IL | 887 | $45.3M | $1.2M |
| 5 | C3.AI, INC. C3.AI, INC. 401(K) PLAN | REDWOOD CITY CA | 785 | $60.1M | $424K |
| 6 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 581 | $139.1M | $380K |
| 7 | RIVERSIDE CONSTRUCTION COMPANY INC RIVERSIDE CONSTRUCTION COMPANY, INC EMPLOYEE STOCK OWNERSHIP PLAN | RIVERSIDE CA | 102 | $63.2M | $371K |
| 8 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN | NEW ORLEANS LA | 646 | $474.3M | $364K |
| 9 | OREGON-COLUMBIA CHAPTER AGC OF AMERICA, INC. ASSOCIATED GENERAL CONTRACTORS HEALTH BENEFIT TRUST | WILSONVILLE OR | 791 | $1.9M | $106K |
| 10 | KING RISK PARTNERS, LLC KING INSURANCE 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 288 | $6.9M | $87K |
