Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Oakmark in their Schedule of Assets, totaling $22.0M 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 | J.H. FINDORFF & SON INC. J.H. FINDORFF & SON INC. EMPLOYEE RETIREMENT PLAN | MADISON WI | 284 | $90.7M | $9.1M |
| 2 | APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN | HAZARD KY | 855 | $155.4M | $3.9M |
| 3 | SUNRISE MEDICAL (US) LLC |
FRESNO CA |
| 396 |
| $77.5M |
| $3.6M |
| 4 | APPALACHIAN REGIONAL HEALTHCARE, INC APPALACHIAN REGIONAL HEALTHCARE, INC. RETIREMENT PLAN | HAZARD KY | 373 | $120.0M | $3.0M |
| 5 | CARY OIL CO., INC. CARY OIL CO., INC. 401(K) PLAN | CARY NC | 189 | $29.9M | $1.1M |
| 6 | CHILDNET YOUTH AND FAMILY SERVICES, INC. CHILDNET YOUTH AND FAMILY SERVICES, INC. 403(B) RETIREMENT PLAN | LONG BEACH CA | 313 | $24.5M | $783K |
| 7 | THE BUSH SCHOOL THE BUSH SCHOOL 403(B) RETIREMENT PLAN | SEATTLE WA | 297 | $49.7M | $233K |
| 8 | THE CHRYSALIS CENTER, INC. THE CHRYSALIS CENTER 401(K) PLAN | MIAMI FL | 672 | $12.8M | $209K |
| 9 | O'RIELLY MOTOR COMPANY & AFFILIATES O'RIELLY MOTOR COMPANY & AFFILIATES EMPLOYEE INVESTMENT/SAVINGS PLAN | TUCSON AZ | 190 | $11.9M | $53K |
