Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Int'l Fund-Inst in their Schedule of Assets, totaling $9.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MINNEAPOLIS CLINIC OF NEUROLOGY LTD MINNEAPOLIS CLINIC PROFIT SHARING & 401(K) PLAN | GOLDEN VALLEY MN | 234 | $72.7M | $8.1M |
| 2 | MANDEX, INC. MANDEX, INC. 401(K) & PROFIT SHARING PLAN | FAIRFAX VA | 124 | $18.6M | $977K |
| 3 | HORTON LEES BROGDEN LIGHTING DESIGN INC. |
NEW YORK NY |
| 119 |
| $13.5M |
| $146K |