Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Oakmark R6 Mutual fund in their Schedule of Assets, totaling $1.8M 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 | CHASE CORPORATION CHASE CORPORATION 401(K) PLAN | WESTWOOD MA | 500 | $49.4M | $870K |
| 2 | STEPWORKS RECOVERY CENTERS, LLC STEPWORKS 401(K) PLAN | ELIZABETHTOWN KY | 122 | $5.4M | $401K |
| 3 | RWS LIFE SCIENCES INC. RWS LIFE SCIENCES 401(K) PLAN | EAST HARTFORD CT | 158 | $26.8M | $374K |
| 4 | FORAN GLENNON PALANDECH & PONZI, PC FORAN GLENNON PALANDECH PONZI & RUDLOFF, PC PROFIT SHARING 401(K) PLAN | CHICAGO IL | 103 | $27.1M | $169K |