Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oakmark Oakmark Equity and Income Fund Investor Class in their Schedule of Assets, totaling $592K 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 | SAFRAN PASSENGER INNOVATIONS LLC SAFRAN PASSENGER INNOVATIONS LLC. 401K PLAN AND TRUST | BREA CA | 556 | $74.0M | $379K |
| 2 | KAMCO INDUSTRIES, INC. KAMCO INDUSTRIES, INC. 401(K) PLAN & TRUST | WEST UNITY OH | 448 | $24.1M | $213K |
