Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oakmark Fund R6 Mutual fund + in their Schedule of Assets, totaling $9.0M 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 | FOND DU LAC REGIONAL CLINIC, S.C. FOND DU LAC REGIONAL CLINIC, S.C. 401K PROFIT SHARING PLAN | FOND DU LAC WI | 95 | $124.8M | $9.0M |
| 2 | BFS, INC. PROFIT SHARING PLAN OF BFS, INC. | HONOLULU HI | 626 | $32.2M | $1K |
