Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Fund Investor in their Schedule of Assets, totaling $363.2M 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 | ALLINA HEALTH SYSTEM ALLINA 401K RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 28,274 | $3.5B | $300.0M |
| 2 | ALLINA HEALTH SYSTEM ALLINA 403(B) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 7,491 | $902.5M | $63.1M |
| 3 | DISCOVERY BUILDERS, INC. DISCOVERY BUILDERS, INC. 401 K PLAN |
ALAMO CA |
| 95 |
| $11.1M |
| $150K |
