Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Oakmark Equity & Income Fund in their Schedule of Assets, totaling $13.3M 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 | DAIWA CAPITAL MARKETS AMERICA INC. DAIWA CAPITAL MARKETS AMERICA INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 301 | $155.1M | $11.0M |
| 2 | SISECAM CHEMICALS RESOURCES LLC SISECAM US 401K RETIREMENT PLAN | ATLANTA GA | 542 | $114.6M | $2.4M |
