Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark I Mutual Fund in their Schedule of Assets, totaling $798K 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 | CLEVELAND INTEGRITY SERVICES, LLC CLEVELAND INTEGRITY SERVICES, LLC 401(K) PLAN | CLEVELAND OK | 4 | $9.2M | $342K |
| 2 | CLEVELAND INTEGRITY SERVICES, INC. CLEVELAND INTEGRITY SERVICES, INC. 401(K) PLAN | CLEVELAND OK | 889 | $10.4M | $230K |
| 3 | PEACH STATE FEDERAL CREDIT UNION |
LAWRENCEVILLE GA |
| 219 |
| $23.8M |
| $226K |
