Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Oakmark International Investor Mutual fund in their Schedule of Assets, totaling $7.5M 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 | MID-OHIO EMERGENCY SERVICES, LLC MID-OHIO EMERGENCY SERVICES, LLC 401(K) PLAN AND TRUST | COLUMBUS OH | 160 | $99.6M | $3.3M |
| 2 | PANOLAM INDUSTRIES INTERNATIONAL PANOLAM INDUSTRIES INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN | SHELTON CT | 411 | $38.2M | $1.2M |
| 3 | THE HENRY J. KAISER FAMILY FOUNDATION |
SAN FRANCISCO CA |
| 211 |
| $115.6M |
| $1.0M |
| 4 | RESORTCOM INTERNATIONAL, LLC RESORTCOM INTERNATIONAL 401(K) PLAN | LAS VEGAS NV | 197 | $7.6M | $547K |
| 5 | JOHN PAUL MITCHELL SYSTEMS JOHN PAUL MITCHELL SYSTEMS 401(K) & PROFIT SHARING PLAN | SANTA CLARITA CA | 332 | $62.7M | $443K |
| 6 | WINSTON RESOURCES, LLC WINSTON RESOURCES, LLC PROFIT SHARING AND 401(K) PLAN | NEW YORK NY | 2,938 | $7.7M | $366K |
| 7 | QUALITY FORKLIFT SALES AND SERVICE, INC. QUALITY FORKLIFT SALES AND SERVICE, INC. 401(K) PROFIT SHARING PLAN | SHAKOPEE MN | 129 | $8.8M | $229K |
| 8 | BORDER FOODS, LLC. BORDER FOODS, LLC. 401(K) PLAN | NEW HOPE MN | 2,925 | $21.0M | $187K |
| 9 | COLORTECH, INC. COLORTECH, INC. 401(K) PLAN | MORRISTOWN TN | 279 | $15.0M | $125K |
| 10 | FOSDICK FULLFILLMENT CORPORATION FOSDICK FULFILLMENT CORPORATION 401(K) PLAN | WALLINGFORD CT | 255 | $8.3M | $17K |
