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 Funds in their Schedule of Assets, totaling $1.4M 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 | BRANFORD CHAIN, INC. BRANFORD GROUP 401(K) PLAN | NEW YORK NY | 110 | $14.7M | $1.1M |
| 2 | VITALSMARTS, LC VITALSMARTS 401(K) PLAN | PROVO UT | 248 | $22.6M | $282K |
