Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The Oakmark Intl Fd Inv Mutual funds in their Schedule of Assets, totaling $2.0M 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 | TRANSCAT, INC. TRANSCAT, INC. LONG-TERM SAVINGS AND DEFERRED PS PLAN | ROCHESTER NY | 981 | $60.5M | $1.3M |
| 2 | CJK GROUP, INC. CJK GROUP 401(K) RETIREMENT PLAN | BRAINERD MN | 3,442 | $256.9M | $662K |
| 3 | THE BELT RAILWAY COMPANY OF CHICAGO THE BELT RAILWAY COMPANY OF CHICAGO 401(K) FOR COLLECTIVE BARGAINING EMPLOYEES |
BEDFORD PARK IL |
| 384 |
| $21.4M |
| $46K |
| 4 | ARCHER WIRE INTERNATIONAL CORP. AACE EMPLOYEE SAVINGS PLAN | BEDFORD PARK IL | 216 | $11.1M | $4K |
