Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Institutional Oakmark 0 in their Schedule of Assets, totaling $536K 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 | MORGAN FUEL & HEATING COMPANY, INC. MORGAN FUEL & HEATING COMPANY, INC. 401(K) PROFIT SHARING PLAN & TR | WAPPINGER FALLS NY | 254 | $14.1M | $327K |
| 2 | DRM, INC. DRM, INC. 401(K) PLAN | OMAHA NE | 533 | $3.3M | $168K |
| 3 | ALLIANCE SALES & MARKETING/NC, INC. ALLIANCE SALES & MARKETING 401(K) PLAN |
CHARLOTTE NC |
| 314 |
| $19.5M |
| $42K |
