Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Oakmark Oakmark International I in their Schedule of Assets, totaling $4.8M 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 | BERKADIA COMMERCIAL MORTGAGE LLC BERKADIA 401(K) RETIREMENT PLAN | AMBLER PA | 1,461 | $334.3M | $3.8M |
| 2 | BROWNELLS, INC. BROWNELLS, INC. 401(K) PLAN | GRINNELL IA | 287 | $23.4M | $535K |
| 3 | 2ND ADVENTURE PAYROLL SERVICES, LLC 2ND ADVENTURE PAYROLL SERVICES 401(K) PLAN |
GRINNELL IA |
| 297 |
| $24.1M |
| $441K |
| 4 | BMT AEROSPACE USA, INC. BMT AEROSPACE USA, INC. EMPLOYEE'S 401(K) PLAN | FRASER MI | 153 | $13.2M | $24K |