Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oakmark Institutional Fund in their Schedule of Assets, totaling $1.1M 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 | THE KRESGE FOUNDATION THE KRESGE FOUNDATION EMPLOYEE SAVINGS PLAN | TROY MI | 124 | $63.1M | $927K |
| 2 | FIRSTUP, INC. FIRSTUP, INC. 401(K)PLAN | SAN FRANCISCO CA | 188 | $25.7M | $165K |
