Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Oakmark Investor Mutual fund in their Schedule of Assets, totaling $10.4M 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 | MID-OHIO EMERGENCY SERVICES, LLC MID-OHIO EMERGENCY SERVICES, LLC 401(K) PLAN AND TRUST | COLUMBUS OH | 160 | $99.6M | $4.4M |
| 2 | APPLIED CONSULTANTS, INC. APPLIED CONSULTANTS, INC. 401(K) PLAN | LONGVIEW TX | 597 | $21.0M | $1.7M |
| 3 | PELLI CLARKE & PARTNERS |
NEW HAVEN CT |
| 71 |
| $20.2M |
| $1.4M |
| 4 | SECURITY NATIONAL FINANCIAL CORPORATION SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN | MURRAY UT | 439 | $37.2M | $1.2M |
| 5 | CANARICO QUARRIES, INC. GRUPO CARMELO SAVINGS AND INVESTMENT PLAN | SABANA SECA PR | 188 | $4.2M | $940K |
| 6 | GREATER LYNN SENIOR SERVICES, INC. GREATER LYNN SENIOR SERVICES, INC. TAX SHELTERED ANNUITY PLAN | LYNN MA | 233 | $13.1M | $776K |
