Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Oakmark International Investor in their Schedule of Assets, totaling $9.8M 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 | CHALLENGER SCHOOL FOUNDATION CHALLENGER SCHOOL 401K RETIREMENT PLAN | SANDY UT | 986 | $66.8M | $1.9M |
| 2 | POND REALTY COMPANY DBA JOSEPH MANAGEMENT JOSEPH MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN AND TRUST | CINCINNATI OH | 831 | $47.8M | $1.6M |
| 3 | AVENUE CAPITAL MANAGEMENT II, LP |
NEW YORK NY |
| 129 |
| $37.3M |
| $1.4M |
| 4 | MIDWAY ARMS, INC. MIDWAY ARMS, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA MO | 298 | $48.3M | $1.2M |
| 5 | KVH INDUSTRIES, INC. KVH INDUSTRIES, INC. 401(K) PLAN | MIDDLETOWN RI | 105 | $40.6M | $1.2M |
| 6 | FITNESS FORMULA, LTD FITNESS FORMULA EMPLOYEE 401(K) PROFIT SHARING PLAN | CHICAGO IL | 451 | $8.9M | $582K |
| 7 | TARPON BLUE CE MANAGEMENT LLC COLLIER ENTERPRISES 401(K) PLAN | NAPLES FL | 15 | $30.6M | $471K |
| 8 | ARAUCO NORTH AMERICA, INC. ARAUCO NORTH AMERICA, INC. RETIREMENT PLAN | ATLANTA GA | 1,121 | $129.0M | $440K |
| 9 | BOARD OF TRUSTEES OF THE MDA HEALTH PLAN MDA HEALTH PLAN | OKEMOS MI | 1,915 | $27.6M | $299K |
| 10 | NORTH IDAHO EYE INSTITUTE, PA NORTH IDAHO EYE INSTITUTE, PA 401(K) PROFIT SHARING PLAN | COEUR D ALENE ID | 134 | $13.1M | $164K |
