Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Oakmark Fund Institutional Registered investment company N/A N/A in their Schedule of Assets, totaling $12.0M 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 | BOARD OF TRUSTEES-LOCAL 63 DEFINED CONTRIBUTION PENSION FUND ARCH. IRONWORKERS LOCAL 63 DC PENSION TRUST | OAK BROOK IL | 2,159 | $338.2M | $12.0M |
