Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oakmark Oakmark Fund I in their Schedule of Assets, totaling $654K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FARM JOURNAL, INC. FARM JOURNAL, INC. 401(K) SAVINGS PLAN | KANSAS CITY MO | 260 | $29.4M | $645K |
| 2 | CENTENNIAL MENTAL HEALTH CENTER INC CENTENNIAL MENTAL HEALTH CENTER INC TAX SHELTERED VOLUNTARY 403(B) PLAN | STERLING CO | 167 | $6.5M | $8K |