Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Oakmark International Fund; Investor Class Mutual Fund - in their Schedule of Assets, totaling $7.4M 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 | CITRIN COOPERMAN & COMPANY, LLP CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,949 | $292.0M | $2.4M |
| 2 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,408 | $369.8M | $1.9M |
| 3 | CIMARRON LUMBER AND SUPPLY COMPANY |
KANSAS CITY MO |
| 1,620 |
| $81.8M |
| $1.9M |
| 4 | OTTAWA BANCSHARES, INC. OTTAWA BANCSHARES, INC. PROFIT SHARING PLAN | SALINA KS | 182 | $27.4M | $499K |
| 5 | FORAN GLENNON PALANDECH & PONZI, PC FORAN GLENNON PALANDECH PONZI & RUDLOFF, PC PROFIT SHARING 401(K) PLAN | CHICAGO IL | 103 | $27.1M | $323K |
| 6 | LEE COUNTY ELECTRIC COOPERATIVE, INC. LCEC 401(K) PLAN | NORTH FORT MYERS FL | 461 | $67.6M | $158K |
| 7 | CITRIN COOPERMAN & COMPANY LLP CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 3 | NEW YORK NY | 703 | $7.6M | $51K |
| 8 | TOPFLIGHT CORPORATION TOPFLIGHT CORPORATION DEFERRED SAVINGS PLAN | GLEN ROCK PA | 112 | $15.3M | $48K |
| 9 | CITRIN COOPERMAN & COMPANY LLP CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 1 | NEW YORK NY | 889 | $7.6M | $45K |
