Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Oakmark International Institutional " in their Schedule of Assets, totaling $7.3M 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 | RECOLOGY INC. RECOLOGY DEFINED BENEFIT PENSION PLAN | SAN FRANCISCO CA | 942 | $599.0M | $6.2M |
| 2 | BURBERRY LIMITED BURBERRY LIMITED 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 1,094 | $85.1M | $843K |
| 3 | STUDENT TRANSPORTATION OF AMERICA, INC. STUDENT TRANSPORTATION OF AMERICA, INC. 401K SAVINGS PLAN |
WALL NJ |
| 12,565 |
| $48.1M |
| $164K |
| 4 | ANTONIO SOFO & SON IMPORTING CO. ANTONIO SOFO & SON IMPORTING CO. EMPLOYEES' 401(K) PLAN | TOLEDO OH | 433 | $19.9M | $71K |
| 5 | CREFORM CORPORATION CREFORM CORPORATION 401(K) RETIREMENT PLAN | GREER SC | 118 | $19.8M | $50K |
| 6 | DATA SEARCH NY INC. DBA TRAKAMERICA DATA SEARCH NY INC. 401(K) PLAN | BONITA SPRINGS FL | 321 | $8.4M | $23K |
| 7 | NUOVO PASTA PRODUCTION LTD NUOVO PASTA PRODUCTION LTD 401(K) PROFIT SHARING PLAN & TRUST | STRATFORD CT | 297 | $7.6M | $5K |
| 8 | ENDEAVOR SCHOOLS, LLC ENDEAVOR SCHOOLS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | MIAMI FL | 2,813 | $11.5M | $4K |
| 9 | PATRIOT HOME CARE LLC PATRIOT HOME CARE 401K PLAN | PHILADELPHIA PA | 2,366 | $1.8M | $2K |
