Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Oakmark International in their Schedule of Assets, totaling $56.0M 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 | DAYFORCE US, INC. DAYFORCE SAVINGS AND INVESTMENT PLAN | MINNEAPOLIS MN | 2,359 | $633.5M | $49.7M |
| 2 | MONROE ENERGY, LLC MONROE ENERGY RETIREMENT PLAN | TRAINER PA | 531 | $186.4M | $4.6M |
| 3 | JOSEPHSON-WALLACK-MUNSHOWER NEUROLOGY, P.C. JOSEPHSON-WALLACK-MUNSHOWER NEUROLOGY, P.C. PROFIT SHARING PLAN |
INDIANAPOLIS IN |
| 151 |
| $46.7M |
| $1.1M |
| 4 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN | NEW ORLEANS LA | 646 | $474.3M | $266K |
| 5 | AON RISK SERVICES OF PR, INC. AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN | SAN JUAN PR | 65 | $9.7M | $244K |
| 6 | THE CHANNEL COMPANY, LLC THE CHANNEL COMPANY 401(K) PLAN | NEEDHAM MA | 261 | $36.5M | $135K |
