Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Oakmark International INST in their Schedule of Assets, totaling $2.3M 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 | GLOBAL SHOP SOLUTIONS, INC. GLOBAL SHOP SOLUTIONS, INC. 401(K) PLAN | THE WOODLANDS TX | 302 | $44.0M | $572K |
| 2 | CABINET DISCOUNTERS, INC. CABINET DISCOUNTERS, INC. 401(K) PROFIT SHARING PLAN | COLUMBIA MD | 145 | $17.4M | $367K |
| 3 | HART HOTELS, INC. HART HOTELS, INC. 401(K) PLAN |
BUFFALO NY |
| 250 |
| $9.7M |
| $348K |
| 4 | GRIFFIN DEWATERING CORPORATION GRIFFIN DEWATERING CORPORATION SAVINGS AND PROFIT SHARING RETIR | HOUSTON TX | 147 | $8.6M | $288K |
| 5 | KLABEN AUTOMOTIVE GROUP, INC. KLABEN AUTOMOTIVE GROUP EMPLOYEES RETIREMENT PLAN | KENT OH | 230 | $23.8M | $254K |
| 6 | ALIGNMENT HEALTHCARE USA, LLC ALIGNMENT HEALTHCARE USA, LLC 401(K) PLAN | ORANGE CA | 1,318 | $59.8M | $122K |
| 7 | POLYMEDCO, INC. POLYMEDCO, INC. 401(K) SAVINGS PLAN | CORTLANDT MANOR NY | 99 | $16.3M | $104K |
| 8 | SK LUBRICANTS AMERICAS, INC. SK LUBRICANTS AMERICAS, INC. 401(K) PROFIT SHARING PLAN & TRU | HOUSTON TX | 86 | $7.5M | $91K |
| 9 | REVA INC. REVA INC. | FORT LAUDERDALE FL | 114 | $5.3M | $53K |
| 10 | PARAMOUNT DIE COMPANY, INC. PARAMOUNT DIE COMPANY, INC. RETIREMENT SAVINGS PLAN | ABINGDON MD | 107 | $7.8M | $38K |
