Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Oakmark Select Fund Investor Class Mutual fund in their Schedule of Assets, totaling $1.7M 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 | WASSERSTROM HOLDINGS, INC. WASSERSTROM HOLDINGS ASSOCIATES 401(K) PLAN | COLUMBUS OH | 1,056 | $95.0M | $1.6M |
| 2 | APPLE VALLEY WASTE SERVICES, INC. AVW-GME 401(K) PLAN | KEARNEYSVILLE WV | 253 | $5.9M | $149K |
