Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Oakmark Fund-Institutional in their Schedule of Assets, totaling $4.9M 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 | 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 | NEW CONCEPTS DEVELOPMENT CORP. OWC EMPLOYEES 401K PLAN | WOODSTOCK IL | 214 | $10.8M | $20K |
| 6 | MODERNE GLASS COMPANY, INC. MODERNE GLASS CO, INC. 401(K) & PROFIT SHARING PLAN | ALIQUIPPA PA | 153 | $5.6M | $401 |
