Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Oakmark Fund-Institutional in their Schedule of Assets, totaling $5.6M 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 | IOWA IRONWORKERS HEAVY HIGHWAY DEFINED CONTRIBUTION PLAN IOWA IRONWORKERS HEAVY HIGHWAY DEFINED CONTRIBUTION PLAN | DES MOINES IA | 723 | $26.3M | $2.6M |
| 2 | BAY AREA PAINTERS & TAPERS ANNUITY FUND BAY AREA PAINTERS & TAPERS ANNUITY FUND | DUBLIN CA | 6,637 | $543.5M | $984K |
| 3 | JAMESTOWN S'KLALLAM TRIBE |
SEQUIM WA |
| 423 |
| $34.5M |
| $767K |
| 4 | OST, INC. OST, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 423 | $36.5M | $484K |
| 5 | DATA ELECTRONIC DEVICES INC. 401(K) PLAN DATA ELECTRONIC DEVICES INC. 401(K) PLAN | SALEM NH | 814 | $33.9M | $414K |
| 6 | MERCER TRANSPORTATION CO., INC. MERCER TRANSPORTATION CO., INC. EMPLOYEES 401(K) PLAN | LOUISVILLE KY | 284 | $15.3M | $177K |
| 7 | WORKATO INC. WORKATO, INC. 401(K) PLAN | PALO ALTO CA | 368 | $29.3M | $116K |
| 8 | LYTEN, INC. LYTEN INC 401(K) PLAN | SAN JOSE CA | 319 | $16.2M | $35K |
| 9 | NEW CONCEPTS DEVELOPMENT CORP. OWC EMPLOYEES 401K PLAN | WOODSTOCK IL | 214 | $10.8M | $20K |
| 10 | LIMINEX, INC. LIMINEX, INC.DBA GOGUARDIAN RETIREMENT TRUST | EL SEGUNDO CA | 390 | $28.4M | $5K |
