Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oakmark Institutional Mutual fund - in their Schedule of Assets, totaling $3.1M 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 | MUSCO OLIVE PRODUCTS, INC. MUSCO FAMILY OLIVE CO. 401(K) AND PROFIT SHARING PLAN | TRACY CA | 234 | $49.3M | $3.0M |
| 2 | EXTEND, INC. EXTEND, INC. 401(K) PLAN | COVINA CA | 205 | $11.8M | $71K |
