Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Oakmark Eq & Inc Investor in their Schedule of Assets, totaling $2.6M 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 | OHIO MACHINERY CO. OHIO MACHINERY CO. INCENTIVE SAVINGS PLAN | BROADVIEW HEIGHTS OH | 1,181 | $138.6M | $2.2M |
| 2 | OHIO MACHINERY CO. OHIO CAT UNION 401K PLAN | BROADVIEW HEIGHTS OH | 561 | $22.6M | $285K |
| 3 | BOEHL STOPHER & GRAVES, LLP BOEHL STOPHER & GRAVES AMENDED AND RESTATED RETIREMENT SAVINGS PLAN |
LOUISVILLE KY |
| 33 |
| $16.4M |
| $90K |
