Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Oakmark Oakmark I in their Schedule of Assets, totaling $2.1M 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 | BROWNELLS, INC. BROWNELLS, INC. 401(K) PLAN | GRINNELL IA | 287 | $23.4M | $783K |
| 2 | 2ND ADVENTURE PAYROLL SERVICES, LLC 2ND ADVENTURE PAYROLL SERVICES 401(K) PLAN | GRINNELL IA | 297 | $24.1M | $782K |
| 3 | BEST BEST & KRIEGER LLP BEST BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN |
RIVERSIDE CA |
| 393 |
| $79.7M |
| $537K |