Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Oakmark R6 in their Schedule of Assets, totaling $34.1M 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 | BMC SOFTWARE, INC. BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN | HOUSTON TX | 1,840 | $1.4B | $20.7M |
| 2 | TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND TUCKPOINTERS LOCAL 52 DEFINED CONTRIBUTION ANNUITY TRUST FUND | ELMHURST IL | 1,838 | $202.1M | $5.6M |
| 3 | CLARKSTON-POTOMAC GROUP, INC. |
DURHAM NC |
| 334 |
| $107.6M |
| $5.4M |
| 4 | LOPAREX, LLC LOPAREX LLC 401(K) PLAN | CARY NC | 546 | $97.9M | $2.4M |
| 5 | LTA RESEARCH AND EXPLORATION LLC LTA RESEARCH 401(K) PLAN | SUNNYVALE CA | 279 | $17.0M | $93K |
