Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Investor Fund in their Schedule of Assets, totaling $12.5M 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 | TOM JAMES COMPANY TOM JAMES COMPANY 401(K) AND PROFIT SHARING PLAN | FRANKLIN TN | 1,251 | $126.2M | $9.0M |
| 2 | RIDGEVIEW INDUSTRIES, INC. THE RIDGEVIEW INDUSTRIES RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 550 | $47.7M | $2.8M |
| 3 | HMP ACQUISITION HOLDINGS LLC |
MALVERN PA |
| 299 |
| $23.1M |
| $752K |
