Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Oakmark Oakmark Fund-Investor Class in their Schedule of Assets, totaling $23.8M 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 | EMBLEMHEALTH SERVICES COMPANY LLC EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN | NEW YORK NY | 1,641 | $377.7M | $11.6M |
| 2 | SCHWABE NORTH AMERICA NATURE'S WAY 401(K) PLAN | GREEN BAY WI | 676 | $108.8M | $4.8M |
| 3 | LIFETIME PRODUCTS, INC. LIFETIME PRODUCTS, INC. 401K RETIREMENT PLAN |
CLEARFIELD UT |
| 1,927 |
| $91.7M |
| $3.1M |
| 4 | C&S WHOLESALE GROCERS, INC. C&S AND AFFILIATES 401(K) SAVINGS PLAN (B) | KEENE NH | 1 | $20.2M | $2.0M |
| 5 | ADVANTAGECARE PHYSICIANS, P.C. STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN | NEW YORK NY | 216 | $6.9M | $642K |
| 6 | MORGAN CORP MORGAN CORP 401(K) PROFIT SHARING PLAN | DUNCAN SC | 612 | $28.5M | $537K |
| 7 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $515K |
| 8 | ALEXZA PHARMACEUTICALS, INC. ALEXZA PHARMACEUTICALS, INC. 401(K) PLAN | FREMONT CA | 68 | $17.0M | $249K |
| 9 | C&S WHOLESALE GROCERS, INC. C&S AND AFFILIATES 401(K) SAVINGS PLAN (C) | KEENE NH | 1,667 | $36.2M | $240K |
| 10 | COACHSOURCE LLC COACHSOURCE LLC 401(K) PROFIT SHARING PLAN & TRUST | FRANKLIN LAKES NJ | 451 | $2.9M | $57K |
