Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oakmark Oakmark Investor in their Schedule of Assets, totaling $10.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AFS HOLDINGS, INC. ASSOCIATED FOOD STORES, INC. 401(K) PLAN AND TRUST | SALT LAKE CITY UT | 2,806 | $208.3M | $10.0M |
| 2 | KALIHI-PALAMA HEALTH CENTER KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002) | HONOLULU HI | 215 | $12.9M | $172K |
