Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Oakmark International Investor Oakmark 0 in their Schedule of Assets, totaling $4.1M 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 | PERCEPTYX, INC. PERCEPTYX, INC. 401(K) PROFIT SHARING PLAN | TEMECULA CA | 289 | $29.2M | $3.6M |
| 2 | THE HOUSE OF LAROSE, INC. THE HOUSE OF LAROSE EMPLOYEES 401(K) PLAN | BRECKSVILLE OH | 83 | $27.3M | $221K |
| 3 | DOUBLE E COMPANY, LLC DOUBLE E COMPANY, LLC 401(K) PLAN |
WEST BRIDGEWATER MA |
| 181 |
| $8.6M |
| $157K |
| 4 | PROFESSIONAL PERFORMANCE DEVELOPMENT GROUP, INC. PROFESSIONAL PERFORMANCE DEVELOPMENT GROUP, INC. 401(K) PLAN | SAN ANTONIO TX | 221 | $9.5M | $54K |
| 5 | CHANGE.ORG, INC. CHANGE.ORG 401K PLAN | SAN FRANCISCO CA | 86 | $12.9M | $39K |
| 6 | EXECUTIVE CABINETRY, LLC EXECUTIVE CABINETRY, LLC 401(K) P/S PLAN | SIMPSONVILLE SC | 422 | $5.4M | $10K |
