Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Intl Inst in their Schedule of Assets, totaling $33.3M 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 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $33.3M |
| 2 | NATIONAL BANKRUPTCY SERVICES, LLC NBS 401(K) PLAN | DALLAS TX | 156 | $4.7M | $9K |
| 3 | BONIAL & ASSOCIATES, P.C. BONIAL & ASSOCIATES, P.C. 401(K) PLAN | DALLAS |
| 48 |
| $3.7M |
| $235 |
