Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Oakmark Select Fund Registered Investment Company - Mutual Fund in their Schedule of Assets, totaling $384K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEIDELL, PITTONI, MURPHY & BACH, LLP HEIDELL, PITTONI, MURPHY & BACH, LLP 401(K) PLAN | NEW YORK NY | 169 | $35.1M | $384K |
