Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding OAKMARK FUND INV Mutual Fund N/A in their Schedule of Assets, totaling $6.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | C.R. ENGLAND, INC. C. R. ENGLAND, INC. PROFIT SHARING | SALT LAKE CITY UT | 6,763 | $120.9M | $4.3M |
| 2 | CRICUT, INC. CRICUT, INC. 401(K) RETIREMENT PLAN | SOUTH JORDAN UT | 501 | $53.4M | $1.8M |
