Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Oakmark Funds Equity and Income Fund Investment Class in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GOGO INC. GOGO INC 401(K) PROFIT SHARING PLAN & TRUST | BROOMFIELD CO | 479 | $137.8M | $2.2M |
