Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Oakmark Oakmark Equity & Income Fund in their Schedule of Assets, totaling $15.9M 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 | COHEN VENTURES, INC DBA ENERGY SOLUTIONS ENERGY SOLUTIONS 401(K) PROFIT SHARING PLAN | OAKLAND CA | 494 | $46.3M | $13.1M |
| 2 | AMBANK COMPANY INC AMBANK COMPANY, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SIOUX CENTER IA | 243 | $36.7M | $2.1M |
| 3 | SILVERCREST ASSET MANAGEMENT GROUP LLC |
NEW YORK NY |
| 159 |
| $60.6M |
| $666K |
| 4 | THE GUILFORD SAVINGS BANK THE GUILFORD SAVINGS BANK 401(K) PROFIT SHARING PLAN | GUILFORD CT | 159 | $23.0M | $13K |
