Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Oakmark Oakmark Equity & Income Investor # in their Schedule of Assets, totaling $6.6M 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 | HMMG, LLC HUGHSTON HEALTHCARE 401(K) PLAN | COLUMBUS GA | 998 | $60.8M | $3.4M |
| 2 | PINEBRIDGE INVESTMENTS HOLDINGS US LLC PINEBRIDGE 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 250 | $145.4M | $1.8M |
| 3 | DERMATOLOGY SPECIALISTS, P.A. DERMATOLOGY SPECIALISTS, P.A. RETIREMENT PLAN |
EDINA MN |
| 99 |
| $22.6M |
| $618K |
| 4 | KARNDEAN INTERNATIONAL LLC KARNDEAN INTERNATIONAL LLC 401(K) PLAN | EXPORT PA | 178 | $20.8M | $417K |
| 5 | SCANDRILL, INC. SCANDRILL, INC. 401(K) PLAN | HOUSTON TX | 280 | $15.8M | $390K |
