Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark International Inv Registered Investment Company in their Schedule of Assets, totaling $1.5M 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 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 401(K) PLAN | NEW YORK NY | 333 | $219.1M | $1.2M |
| 2 | SECURTIY NATIONAL FINANCIAL CORPORATION SNFC MORTGAGE COMPANY 401(K) PLAN | MURRAY UT | 557 | $33.4M | $263K |
| 3 | OCALA EYE, P.A. |
OCALA FL |
| 174 |
| $27.8M |
| $24K |
