Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark International Inv Mutual fund in their Schedule of Assets, totaling $486K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SECURITY NATIONAL FINANCIAL CORPORATION SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN | MURRAY UT | 439 | $37.2M | $295K |
| 2 | TURNINGPOINT GLOBAL SOLUTIONS, LLC TURNINGPOINT 401(K) PLAN | ROCKVILLE MD | 102 | $15.9M | $145K |
| 3 | PERFORMANT FINANCIAL CORPORATION |
PLEASANTON CA |
| 968 |
| $45.4M |
| $45K |
