Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Oakmark Oakmark Equity and Income Fund in their Schedule of Assets, totaling $1.3M 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 | REVCOR, INC. REVCOR, INC. PROFIT SHARING 401(K) PLAN & TRUST | CARPENTERSVILLE IL | 273 | $25.1M | $592K |
| 2 | INSPEREX HOLDINGS LLC INSPEREX HOLDINGS LLC 401K PLAN | CHICAGO IL | 176 | $50.0M | $435K |
| 3 | BEAR RIVER MUTUAL INSURANCE COMPANY BEAR RIVER MUTUAL INSURANCE COMPANY PROFIT SHARING PLAN 401(K) |
MURRAY UT |
| 171 |
| $18.4M |
| $198K |
| 4 | SUN AUTOMATION INC. SUN AUTOMATION INC. 401(K) PLAN | GLEN ARM MD | 138 | $16.2M | $61K |
| 5 | DESERT NDT, LLC SUPERIOR INTEGRITY 401(K) PLAN | FORT WORTH TX | 204 | $5.7M | $56K |
