Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Oakmark Investments Oakmark Equity and Income Fund in their Schedule of Assets, totaling $290K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHICAGO RIVET & MACHINE CO. CHICAGO RIVET & MACHINE CO. PROFIT SHARING PLAN | WARRENVILE IL | 161 | $14.0M | $290K |
