Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Investor Registered Investment Company in their Schedule of Assets, totaling $1.8M 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 | SECURTIY NATIONAL FINANCIAL CORPORATION SNFC MORTGAGE COMPANY 401(K) PLAN | MURRAY UT | 557 | $33.4M | $1.2M |
| 2 | ROCK WEST COMPOSITES, INC. ROCK WEST 401 (K) PLAN | SAN DIEGO CA | 284 | $11.6M | $459K |
| 3 | SAINT AGNES MEDICAL PROVIDERS SAINT AGNES MEDICAL PROVIDERS 401(K) PLAN |
FRESNO CA |
| 94 |
| $20.5M |
| $100K |
