Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Oakmark Oakmark International Institutional in their Schedule of Assets, totaling $3.8M 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 | LOCAL 231 IBEW AND IOWA NECA SIOUX CITY DIVISION JOINT BOARD OF TRUST LOCAL 231 IBEW RETIREMENT PLAN | OMAHA NE | 453 | $63.4M | $1.8M |
| 2 | BELIMO AIRCONTROLS (USA), INC. BELIMO AMERICAS SAVINGS PLAN | DANBURY CT | 514 | $80.9M | $1.3M |
| 3 | SLOAN VALVE COMPANY |
FRANKLIN PARK IL |
| 96 |
| $7.7M |
| $385K |
| 4 | THINKOM SOLUTIONS, INC. THINKOM RETIREMENT SAVINGS PLAN | HAWTHORNE CA | 158 | $28.1M | $372K |
| 5 | LIFESCIENCE LOGISTICS, LLC LIFESCIENCE LOGISTICS, LLC 401(K) PLAN | DALLAS TX | 482 | $3.3M | $8K |
| 6 | INTERTECH SECURITY, LLC INTERTECH SECURITY, LLC 401(K) PLAN | PITTSBURGH PA | 104 | $8.0M | $7K |
