Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Intl. FD Inst. Mutual fund in their Schedule of Assets, totaling $648K 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 | AUTOMATIC EQUIPMENT MFG. CO. AUTOMATIC EQUIPMENT MFG. CO. RETIREMENT SAVINGS PLAN | PENDER NE | 127 | $9.1M | $391K |
| 2 | VECTOR CONSTRUCTION, INC. VECTOR 401(K) PLAN AND TRUST | WEST FARGO ND | 87 | $7.1M | $188K |
| 3 | PENNENERGY RESOURCES, LLC PENNENERGY RESOURCES, LLC 401(K) PLAN |
CRANBERRY TOWNSHIP PA |
| 127 |
| $27.3M |
| $70K |
