Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Oakmark Investor in their Schedule of Assets, totaling $95.1M 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 | NATIXIS INVESTMENT MANAGERS, LLC 401(K) SAVINGS AND RETIREMENT PLAN, SPONSORED BY NATIXIS INVESTMENT MANAGERS, LLC | BOSTON MA | 988 | $468.1M | $54.8M |
| 2 | BOARD OF TRUSTEES METRO-ILA INDIVIDUAL ACCOUNT RETIREMENT PLAN METRO-ILA INDIVIDUAL ACCOUNT RETIREMENT PLAN | RUTHERFORD NJ | 1,326 | $278.2M | $15.9M |
| 3 | MENARD, INC. |
EAU CLAIRE WI |
| 53,467 |
| $283.1M |
| $9.7M |
| 4 | CHALLENGER SCHOOL FOUNDATION CHALLENGER SCHOOL 401K RETIREMENT PLAN | SANDY UT | 986 | $66.8M | $7.3M |
| 5 | CNA NATIONAL WARRANTY CORPORATION CNA NATIONAL WARRANTY CORPORATION 401K PLAN | SCOTTSDALE AZ | 306 | $42.4M | $2.5M |
| 6 | OLSONS GREENHOUSE GARDENS, INC. OLSONS GREENHOUSE GARDENS, INC. 401K PROFIT SHARING PLAN | SALEM UT | 570 | $11.5M | $1.5M |
| 7 | HOTCHKISS INSURANCE MANAGERS HOTCHKISS INSURANCE MANAGERS, LLC 401(K) PLAN | CARROLLTON TX | 173 | $22.9M | $1.5M |
| 8 | FIVE STAR SUPERMARKETS OF NORWICH, INC. FIVE STAR SUPERMARKETS OF NORWICH, INC. 401(K) RETIREMENT PLAN | NORWICH CT | 167 | $13.8M | $711K |
| 9 | PEAK INDUSTRIAL INC. PEAK INDUSTRIAL INC. RETIREMENT SAVINGS PLAN | WEST VALLEY CITY UT | 205 | $17.3M | $680K |
| 10 | THE PLATT BROS. & CO. THE PLATT BROS. & CO. 401(K) PLAN | WATERBURY CT | 79 | $12.7M | $359K |
