Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark International Fund; Investor Mutual Fund - in their Schedule of Assets, totaling $161K 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 | OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY, INC. THE 401(A) PROFIT SHARING PLAN OF OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY, INC. | BURLINGTON TOWNSHIP NJ | 702 | $7.3M | $67K |
| 2 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN PROFIT SHARING PLAN - PLAN NO. 3 | NEW YORK NY | 786 | $10.4M | $51K |
| 3 |
NEW YORK NY |
| 906 |
| $11.6M |
| $43K |
