Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Oakmark Fund Mutual Fund - in their Schedule of Assets, totaling $7.0M 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 | NORTHEASTERN SUPPLY, INC. NORTHEASTERN SUPPLY, INC. 401(K) PLAN | BALTIMORE MD | 323 | $39.6M | $5.1M |
| 2 | ADIRONDACK BANK ADIRONDACK BANK 401(K) PLAN | UTICA NY | 191 | $16.0M | $1.3M |
| 3 | LITTFIN LUMBER COMPANY LITTFIN LUMBER COMPANY 401(K) PROFIT SHARING PLAN |
WINSTED MN |
| 189 |
| $18.1M |
| $244K |
| 4 | MID-ATLANTIC NEPHROLOGY ASSOCIATES MID-ATLANTIC NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING PLAN | BALTIMORE MD | 123 | $76.4M | $191K |
| 5 | WAGNER, FALCONER, AND JUDD, LTD. WAGNER, FALCONER, AND JUDD LTD PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 63 | $5.6M | $106K |
| 6 | NUPATH, INC. NUPATH, INC. 403(B) RETIREMENT PLAN | WOBURN MA | 400 | $9.2M | $53K |
