Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Oakmark Fund Inv in their Schedule of Assets, totaling $38.3M 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 | SCRIPPS HEALTH SCRIPPS HEALTH RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 17,768 | $1.3B | $17.6M |
| 2 | SCRIPPS HEALTH SCRIPPS HEALTH 403(B) PLAN | SAN DIEGO CA | 17,402 | $728.7M | $12.4M |
| 3 | 1-800-FLOWERS TEAM SERVICES, INC. 1-800-FLOWERS TEAM SERVICES, INC. PROTOTYPE 401(K) PROFIT-SHARING PLAN |
JERICHO NY |
| 3,845 |
| $218.4M |
| $8.4M |
