Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Oakmark International Fund-Inv in their Schedule of Assets, totaling $5.0M 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 | FRED A. MORETON & COMPANY MORETON COMPANIES PROFIT SHARING PLAN | SALT LAKE CITY UT | 230 | $66.5M | $3.9M |
| 2 | VALCOR ENGINEERING CORPORATION VALCOR ENGINEERING CORPORATION 401(K) THRIFT SAVINGS PLAN | SPRINGFIELD NJ | 425 | $49.9M | $745K |
| 3 | OHIO COUNTY HOSPITAL |
HARTFORD KY |
| 703 |
| $19.5M |
| $253K |
| 4 | INNOTEC CORP INNOTEC EMPLOYEE 401(K) PROFIT SHARING PLAN | ZEELAND MI | 158 | $19.9M | $129K |