Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Oakmark International Fund " in their Schedule of Assets, totaling $23.4M 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 | NORTON HEALTHCARE, INC. NORTON HEALTHCARE, INC. RETIREMENT PLAN | LOUISVILLE KY | 2,345 | $168.7M | $5.2M |
| 2 | SM ENERGY COMPANY PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY | DENVER CO | 199 | $60.0M | $3.9M |
| 3 | JOINT BOARD OF TRUSTEES CEMENT MASONS PENSION TRUST FUND-DETROIT |
BINGHAM FARMS MI |
| 571 |
| $108.3M |
| $3.5M |
| 4 | RENAISSANCE LEARNING, INC. RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN | WISCONSIN RAPIDS WI | 1,753 | $217.3M | $3.1M |
| 5 | JEO, INC. JEO, INC. 401(K) PROFIT SHARING PLAN | WAHOO NE | 358 | $51.2M | $2.4M |
| 6 | REDWOOD CREDIT UNION REDWOOD CREDIT UNION TARGET BENEFIT PLAN | SANTA ROSA CA | 109 | $36.1M | $1.1M |
| 7 | DOBBS COMPANIES 401(K) RETIREMENT PLAN DOBBS COMPANIES 401(K) RETIREMENT PLAN | ALBUQUERQUE NM | 1,726 | $53.5M | $1.0M |
| 8 | DOBBS MANAGEMENT SERVICE, LLC DOBBS COMPANIES 401(K) RETIREMENT PLAN | MEMPHIS TN | 1,586 | $67.5M | $687K |
| 9 | SHOLOM COMMUNITY ALLIANCE, INC. THE SHOLOM COMMUNITY ALLIANCE TAX SHELTERED ANNUITY PLAN | ST. LOUIS PARK MN | 493 | $11.5M | $412K |
| 10 | SHOLOM COMMUNITY ALLIANCE SHOLOM COMMUNITY ALLIANCE 403B PLAN | MINNEAPOLIS MN | 514 | $14.3M | $410K |