Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Oakmark Fund- Investor Class Mutual Fund in their Schedule of Assets, totaling $2.6M 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 | KLEIN FOODS, INC. DBA RODNEY STRONG WINE ESTATES KLEIN FOODS, INC. 401(K) PLAN | HEALDSBURG CA | 209 | $23.2M | $1.6M |
| 2 | OLSONS GREENHOUSE GARDENS INC. OLSONS GREENHOUSE GARDENS INC. 401(K) PROFIT SHARING PLAN & TRUST | SALEM UT | 404 | $7.5M | $923K |
| 3 | SAEC/KINETIC VISION, INC. |
CINCINNATI OH |
| 129 |
| $14.0M |
| $64K |
| 4 | NYPRO INC NYPRO INC. DEFINED CONTRIBUTION PLAN | CLINTON MA | 74 | $15.7M | $60K |
