Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Oakmark Funds Oakmark Fund – in their Schedule of Assets, totaling $943K 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 | HOUSTON GRAND OPERA, INC. HOUSTON GRAND OPERA, INC. 403(B) PLAN | HOUSTON TX | 894 | $8.1M | $558K |
| 2 | MICROCARE, LLC MICROCARE, LLC SALARY SAVINGS PLAN | NEW BRITAIN CT | 123 | $11.6M | $213K |
| 3 | CONCORD HOSPITAL, INC. CONCORD HOSPITAL 403(B) PLAN |
CONCORD NH |
| 4,886 |
| $269.3M |
| $117K |
| 4 | BURKE AMERICA PARTS GROUP, L.L.C. BURKE AMERICA 401(K) PLAN | CHICAGO IL | 198 | $8.0M | $48K |
| 5 | AA HEALTHCARE MANAGEMENT LLC AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN | SKOKIE IL | 1,184 | $5.4M | $7K |
