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 in their Schedule of Assets, totaling $15.6M 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 | SHAPE CORP BIOSOLUTIONS, LLC THE SHAPE FAMILY OF COMPANIES RETIREMENT PLAN | GRAND HAVEN MI | 2,279 | $180.3M | $14.1M |
| 2 | WESTFIELDS HOSPITAL WESTFIELDS HOSPITAL EMPLOYEE RETIREMENT PLAN | MINNEAPOLIS MN | 438 | $40.8M | $1.1M |
| 3 | AMERY REGIONAL MEDICAL CENTER |
MINNEAPOLIS MN |
| 410 |
| $34.0M |
| $399K |
