Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oakmark International Institutional Registered Investment Company in their Schedule of Assets, totaling $1.4M 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 | HALL CAPITAL PARTNERS LLC HALL CAPITAL PARTNERS LLC 401(K) PLAN | SAN FRANCISCO CA | 206 | $50.7M | $1.2M |
| 2 | TRAXXAS, L.P. TRAXXAS, L.P. 401(K) PLAN | MCKINNEY TX | 179 | $33.9M | $211K |
