Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Oakmark International I in their Schedule of Assets, totaling $2.1M 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 | LINAMAR HOLDINGS NEVADA, INC. LINAMAR HOLDINGS NEVADA, INC. 401(K) PLAN | LIVONIA MI | 2,934 | $125.0M | $833K |
| 2 | REGIS UNIVERSITY REGIS UNIVERSITY DEFINED CONTRIBUTION PLAN | DENVER CO | 786 | $168.7M | $665K |
| 3 | BURNETT OIL CO., INC. AND AFFILIATES BURNETT OIL CO., INC. AND AFFILIATES 401(K) PLAN |
FORT WORTH TX |
| 55 |
| $23.6M |
| $307K |
| 4 | MORITZ PARTNERS, LP MORITZ 401(K) PLAN | ARLINGTON TX | 286 | $22.3M | $209K |
| 5 | ROTTINGHAUS COMPANY, INC. ROTTINGHAUS COMPANY 401(K) SAVINGS PLAN | LACROSSE WI | 687 | $23.7M | $78K |