Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Fund R6 Class Mutual fund in their Schedule of Assets, totaling $27.6M 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 | ENTRUST CORPORATION ENTRUST CORPORATION EMPLOYEE INVESTMENT PLAN | SHAKOPEE MN | 1,494 | $471.6M | $27.0M |
| 2 | CARE N CARE INSURANCE COMPANY OF NORTH CAROLINA, INC. HEALTHTEAM ADVANTAGE 401(K) PLAN | GREENSBORO NC | 135 | $5.8M | $439K |
| 3 | ZSPACE, INC. ZSPACE, INC. 401(K) PLAN |
SAN JOSE CA |
| 85 |
| $15.6M |
| $182K |
