Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Oakmark Institutional " in their Schedule of Assets, totaling $2.7M 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 | CADILLAC CASTING, INC. CADILLAC CASTING, INC. 401(K) RETIREMENT PLAN | CADILLAC MI | 415 | $22.6M | $964K |
| 2 | STUDENT TRANSPORTATION OF AMERICA, INC. STUDENT TRANSPORTATION OF AMERICA, INC. 401K SAVINGS PLAN | WALL NJ | 12,565 | $48.1M | $769K |
| 3 | LANAI RESORTS, LLC LANAI RESORTS 401(K) PLAN |
HONOLULU HI |
| 381 |
| $18.1M |
| $552K |
| 4 | PMC SPECIALTIES GROUP, INC. PMC CONSOLIDATED PENSION PLAN COVERING CERTAIN EMPLOYEE GROUPS | SUN VALLEY CA | 1 | $16.1M | $416K |
