Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Oakmark Oakmark Institutional in their Schedule of Assets, totaling $70.3M 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 | UNIVERSITY HOSPITALS HEALTH SYSTEM UNIVERSITY HOSPITALS HEALTH SYSTEM 403(B) MATCHED RETIREMENT SAVINGS PLAN | CLEVELAND OH | 29,885 | $2.5B | $46.7M |
| 2 | UHHS UHHS 401(K) RETIREMENT SAVINGS PLAN | SHAKER HEIGHTS OH | 8,319 | $766.9M | $14.0M |
| 3 | FROEDTERT THEDACARE HEALTH, INC. |
MENOMONEE FALLS WI |
| 1,937 |
| $125.8M |
| $3.3M |
| 4 | PACIFIC REALTY ASSOCIATES, L.P. PACIFIC REALTY ASSOCIATES, L.P. RETIREMENT PLAN & TRUST | PORTLAND OR | 117 | $50.4M | $2.5M |
| 5 | BURRTEC WASTE INDUSTRIES, INC. BURRTEC RETIREMENT SAVINGS PLAN | FONTANA CA | 1,769 | $163.4M | $1.7M |
| 6 | ARGENT FINANCIAL GROUP, INC. ARGENT FINANCIAL GROUP 401(K) PLAN | RUSTON LA | 505 | $76.0M | $790K |
| 7 | COLUMBIA ORTHOPAEDIC GROUP LLP COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST | COLUMBIA MO | 260 | $51.0M | $679K |
| 8 | Y. HATA & COMPANY, LIMITED Y. HATA & COMPANY, LIMITED PROFIT-SHARING AND 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 0 | $0 | $581K |
