Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Oakmark Oakmark R6 in their Schedule of Assets, totaling $662K 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 | AUTOZONE PUERTO RICO AUTOZONE PUERTO RICO, INC. RETIREMENT SAVINGS PLAN | MEMPHIS TN | 1,433 | $5.8M | $389K |
| 2 | NOU SYSTEMS, INC. NOU SYSTEMS, INC. 401(K) PLAN | HUNTSVILLE AL | 277 | $36.3M | $161K |
| 3 | CLARITY CARE, INC. CLARITY CARE, INC RETIREMENT PLAN |
OSHKOSH WI |
| 565 |
| $5.4M |
| $70K |
| 4 | FORT COLLINS WOMENS CLINIC, P.C. FORT COLLINS WOMEN'S CLINIC, P.C. 401(K) PLAN | FORT COLLINS CO | 107 | $22.5M | $29K |
| 5 | ICONIX WATERWORKS (US) INC. ICONIX WATERWORKS (US) INC. 401K RETIREMENT PLAN | SNOHOMISH WA | 143 | $7.8M | $13K |
