Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Oakmark Fund Investor Class " in their Schedule of Assets, totaling $39.9M 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 | NCL BAHAMAS LTD. NCLC 401(K) PLAN | MIAMI FL | 4,828 | $330.3M | $31.3M |
| 2 | GOGO INC. GOGO INC 401(K) PROFIT SHARING PLAN & TRUST | BROOMFIELD CO | 479 | $137.8M | $7.1M |
| 3 | FRED A. MORETON & COMPANY MORETON COMPANIES PROFIT SHARING PLAN |
| 230 |
| $66.5M |
| $1.3M |
| 4 | UFCW LOCAL 312 BENEFIT FUND UFCW LOCAL 312 BENEFIT FUND | MATAWAN NJ | 3,946 | $1.6M | $36K |
| 5 | FAMILY CENTERS INC. FAMILY CENTERS, INC. 403(B) PLAN | GREENWICH CT | 281 | $13.6M | $29K |
