Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Fund, Class Investor in their Schedule of Assets, totaling $1.5M 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 | ASTORIA GENERATING COMPANY, L.P. ASTORIA GENERATING COMPANY, L.P. MASTER TRUST | STAMFORD CT | — | $107.6M | $932K |
| 2 | PREMIER MEDICAL GROUP OF MISSISSIPPI, LLC PMGM SAVINGS PLAN | RIDGELAND MS | 121 | $41.4M | $264K |
| 3 | NATIONAL CARGO BUREAU, INC. INCENTIVE SAVINGS AND INVESTMENT PLAN FOR EMPLOYEES OF NATIONAL CARGO BUREAU, INC. |
NEW YORK NY |
| 104 |
| $34.2M |
| $259K |
