Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding OAKMARK INSTITUTIONAL Registered Investment Company in their Schedule of Assets, totaling $13.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MADISON DEARBORN PARTNERS LLC MADISON DEARBORN PARTNERS LLC SAVINGS INCENTIVE PLAN | CHICAGO IL | 97 | $98.8M | $13.6M |
