Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Oakmark Fund Inv Mutual fund in their Schedule of Assets, totaling $10.8M 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 | MERIT ENERGY COMPANY, LLC MERIT ENERGY COMPANY SAVINGS TRUST | DALLAS TX | 880 | $277.3M | $9.7M |
| 2 | NATIONAL VALUATION CONSULTANTS, INC. NATIONAL VALUATION CONSULTANTS, INC. 401(K) PLAN | CENTENNIAL CO | 103 | $23.3M | $639K |
| 3 | LUMSDEN & MCCORMICK, LLP LUMSDEN & MCCORMICK, LLP 401(K) PLAN |
BUFFALO NY |
| 132 |
| $55.6M |
| $344K |
| 4 | CUSTOM COMMODITIES, INC. CUSTOM COMMODITIES 401K PLAN | GILMER TX | 280 | $4.4M | $83K |
| 5 | RAD SOURCE TECHNOLOGIES, INC. RAD SOURCE TECHNOLOGIES, INC. 401K PLAN | BUFORD GA | 157 | $8.1M | $80K |
