Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oakmark Institutional Mutual funds in their Schedule of Assets, totaling $191K 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 | ZIFFREN BRITTENHAM LLP ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 64 | $68.3M | $148K |
| 2 | T2S LLC T2S LLC 401(K) PROFIT SHARING PLAN & TRUST | BELCAMP MA | 237 | $15.2M | $42K |
