Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Oakmark International Fund Investor Class in their Schedule of Assets, totaling $6.3M 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 | NCL BAHAMAS LTD. NCLC 401(K) PLAN | MIAMI FL | 4,828 | $330.3M | $4.8M |
| 2 | EMERGEORTHO, P.A. EMERGEORTHO, P.A. RETIREMENT PLAN | DURHAM NC | 1,014 | $213.8M | $912K |
| 3 | PETE'S TIRE BARN, INC. PETE'S TIRE BARNS, INC. 401(K) PLAN | ORANGE |
| 337 |
| $12.7M |
| $285K |
| 4 | KC TRANSPORTATION, INC. KC GROUP 401(K) PLAN | CARLETON MI | 570 | $12.4M | $186K |
| 5 | TONY HAWAII, LLC TONY HAWAII, LLC AND AFFILIATES 401(K) RETIREMENT SAVINGS | WAIPAHU HI | 474 | $37.4M | $83K |
| 6 | CREST FURNITURE INC CREST FURNITURE INC 401(K) PROFIT SHARING PLAN & TRUST | DAYTON NJ | 215 | $4.7M | $39K |
| 7 | EMERGEORTHO, P.A. EMERGEORTHO PA RETIREMENT PLAN 2 | DURHAM NC | 1,251 | $61.0M | $23K |
| 8 | SCHUNK INTEC INC. SCHUNK 401(K) PLAN | MORRISVILLE NC | 197 | $14.7M | $22K |
