Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Oakmark Fund Institutional in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REHAU INCORPORATED REHAU RETIREMENT SAVINGS PLAN | LEESBURG VA | 781 | $83.0M | $2.8M |
| 2 | E & B NATURAL RESOURCES MANAGEMENT CORP. E & B NATURAL RESOURCES MANAGEMENT CORP. 401(K) PLAN | BAKERSFIELD CA | 259 | $21.3M | $588K |
| 3 | SANDHILLS PEDIATRICS, INC. SANDHILLS PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN |
SOUTHERN PINES NC |
| 137 |
| $12.4M |
| $100K |
