Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Oakmark R6 Mutual funds in their Schedule of Assets, totaling $40.2M 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 | NCR VOYIX CORPORATION NCR VOYIX SAVINGS PLAN | ATLANTA GA | 4,359 | $1.5B | $25.8M |
| 2 | CARDTRONICS USA, INC. NCR ATLEOS SAVINGS PLAN | ATLANTA GA | 2,950 | $417.0M | $13.1M |
| 3 | RWA WEALTH PARTNERS, LLC RWA WEALTH PARTNERS, LLC 401(K) PLAN |
| 182 |
| $52.4M |
| $759K |
| 4 | SAVANT SYSTEMS, INC. SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN | HYANNIS MA | 394 | $44.7M | $522K |
