Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Oakmark International R6 Mutual Fund in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ITS INC ITS INC 401(K) RETIREMENT PLAN & TRUST | JOHNSTON IA | 662 | $107.4M | $3.4M |
| 2 | CORE BANK CORE BANK PROFIT SHARING PLAN AND TRUST | OMAHA NE | 129 | $15.9M | $725K |
| 3 | SCHWING BIOSET, INC. SCHWING BIOSET, INC 401(K) SALARY SAVINGS PLAN |
SOMERSET WI |
| 123 |
| $16.8M |
| $424K |
| 4 | EMPIRE SCREEN PRINTING, INC. EMPIRE SCREEN PRINTING, INC. 401(K) SAVINGS RETIREMENT PLAN | ONALASKA WI | 163 | $9.3M | $396K |
| 5 | DUNNHUMBY INC. DUNNHUMBY INC. 401(K) PLAN | CINCINNATI OH | 271 | $50.8M | $390K |
| 6 | LONE ROCK TIMBER MANAGEMENT LLC LONE ROCK RESOURCES 401(K) AND PROFIT SHARING PLAN | ROSEBURG OR | 487 | $36.2M | $138K |
| 7 | ALL ENERGY SOLAR, INC. ALL ENERGY SOLAR RETIREMENT PLAN | ST. PAUL MN | 211 | $7.8M | $36K |
