Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Oakmark International Small Cap Fund in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLARKSTON-POTOMAC GROUP, INC. CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST | DURHAM NC | 334 | $107.6M | $3.3M |
| 2 | CAPE RADIOLOGY GROUP, P.C. CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN | CAPE GIRARDEAU MO | 105 | $13.1M | $155K |
| 3 | GOLD COAST BAKING COMPANY, INC. |
SANTA ANA CA |
| 313 |
| $4.4M |
| $49K |
| 4 | EVANS & DIXON, LLC EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN | ST. LOUIS MO | 245 | $43.6M | $7K |
