Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Oakmark International Fund in their Schedule of Assets, totaling $10.7M 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 | NORTON HEALTHCARE, INC. NORTON HEALTHCARE, INC. RETIREMENT PLAN | LOUISVILLE KY | 2,345 | $168.7M | $5.2M |
| 2 | JEO, INC. JEO, INC. 401(K) PROFIT SHARING PLAN | WAHOO NE | 358 | $51.2M | $2.4M |
| 3 | REDWOOD CREDIT UNION REDWOOD CREDIT UNION TARGET BENEFIT PLAN |
SANTA ROSA CA |
| 109 |
| $36.1M |
| $1.1M |
| 4 | DOBBS COMPANIES 401(K) RETIREMENT PLAN DOBBS COMPANIES 401(K) RETIREMENT PLAN | ALBUQUERQUE NM | 1,726 | $53.5M | $1.0M |
| 5 | DOUBLE E COMPANY, LLC DOUBLE E COMPANY, LLC 401(K) PLAN | WEST BRIDGEWATER MA | 181 | $8.6M | $415K |
| 6 | SHOLOM COMMUNITY ALLIANCE, INC. THE SHOLOM COMMUNITY ALLIANCE TAX SHELTERED ANNUITY PLAN | ST. LOUIS PARK MN | 493 | $11.5M | $412K |
| 7 | HUB FOLDING BOX COMPANY, INC. HUB FOLDING BOX COMPANY, INC. UNION MEMBERS' PENSION PLAN | MANSFIELD MA | 62 | $12.0M | $132K |
| 8 | HELICOPTERS, INC. HELICOPTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | CAHOKIA IL | 251 | $11.9M | $45K |
| 9 | HOME FURNITURE COMPANY OF LAFAYETTE, INC HOME FURNITURE 401K PLAN | LAFAYETTE LA | 218 | $11.7M | $9K |
