OAKMARK
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
54
Active participants
25,136
Total plan assets
$3.5B
Filings (rows)
54
Direct comp
$0
Indirect comp
$0
Aggregating 3 name variants under "OAKMARK"
SERVICES PROVIDED
Other54
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| OAKMARK EQUITY AND INCOME INVESTOR | 25 |
| OKMRK INTL I | 3 |
| OAKMARK EQUITY & INCOME INVESTOR | 3 |
| OAKMARK INTERNATIONAL INVESTOR | 1 |
| MASSMUTUAL FUNDAMENTAL VALUE R5 | 1 |
Top plans served
All 54 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PENTAIR INC PENTAIR INC RETIREMENT SAVINGS AND STOCK | GOLDEN VALLEY, MN | Other FUND MANAGER | 4,636 | $909.7M | $0 |
| PENTAIR INC PENTAIR INC RETIREMENT SAVINGS AND STOCK | GOLDEN VALLEY, MN | Other FUND MANAGER | 5,040 | $822.4M | $0 |
| PENTAIR, INC. PENTAIR, INC. RETIREMENT SAVINGS AND STOCK | GOLDEN VALLEY, MN | Other FUND MANAGER | 5,714 | $693.8M | $0 |
| GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM | NEW BRAUNFELS, TX | Other NONE | 69 | $88.0M | $0 |
| GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM | NEW BRAUNFELS, TX | Other NONE | 64 | $85.6M | $0 |
| GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM | NEW BRAUNFELS, TX | Other NONE | 58 | $78.9M | $0 |
| G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA, MD | Other NONE | 223 | $59.5M | $0 |
| G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA, MD | Other NONE | 299 | $52.4M | $0 |
| G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA, MD | Other NONE | 280 | $42.4M | $0 |
| COMMONWEALTH EMERGENCY COMMONWEALTH EMERGENCY PHYSICIANS 401 (K) PLAN | DALLAS, TX | Other NONE | 109 | $41.7M | $0 |
| ADVANCED SOLUTIONS INTERNATIONAL INC. ADVANCED SOLUTIONS INTERNATIONAL INC. 401(K) RETIREMENT PLAN | AUSTIN, TX | Other NONE | 168 | $29.7M | $0 |
| KWPH ENTERPRISES DBA AMERICAN AMBULANCE AMERICAN AMBULANCE 401(K) RETIREMENT PLAN | FRESNO, CA | Other NONE | 691 | $29.6M | $0 |
| KLARNA, INC. KLARNA 401(K) PLAN | COLUMBUS, OH | Other NONE | 369 | $27.2M | $0 |
| DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. 401(K)/PROFIT SHARING PLAN FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. | ORLANDO, FL | Other NONE | 95 | $26.4M | $0 |
| MONIN, INC. MONIN, INC. 401(K) PROFIT SHARING PLAN | CLEARWATER, FL | Other NONE | 342 | $25.4M | $0 |
| CHESAPEAKE SPRINKLER COMPANY INC CHESAPEAKE SPRINKLER COMPANY, INC. 401(K) RETIREMENT PLAN | ODENTON, MD | Other NONE | 135 | $21.8M | $0 |
| CHESAPEAKE SPRINKLER COMPANY INC CHESAPEAKE SPRINKLER COMPANY, INC. 401(K) RETIREMENT PLAN | ODENTON, MD | Other NONE | 168 | $21.7M | $0 |
| KLARNA, INC. KLARNA 401(K) PLAN | COLUMBUS, OH | Other NONE | 541 | $20.7M | $0 |
| MONIN, INC. MONIN, INC. 401(K) PROFIT SHARING PLAN | CLEARWATER, FL | Other NONE | 310 | $19.7M | $0 |
| ANNIN & CO ANNIN & CO 401(K) RETIREMENT PLAN | NEW PROVIDENCE, NJ | Other NONE | 332 | $19.2M | $0 |
| ANNIN & CO ANNIN & CO 401(K) RETIREMENT PLAN | NEW PROVIDENCE, NJ | Other NONE | 338 | $18.8M | $0 |
| DECISION RESEARCH CORPORATION DECISION RESEARCH CORPORATION | HONOLULU, HI | Other NONE | 0 | $17.8M | $0 |
| PROCON CONSULTING, LLC PROCON CONSULTING, LLC 401(K) PLAN | MCLEAN, VA | Other NONE | 216 | $17.7M | $0 |
| ANNIN & CO ANNIN & CO 401(K) RETIREMENT PLAN | NEW PROVIDENCE, NJ | Other NONE | 341 | $17.5M | $0 |
| HIGH COUNTRY BEVERAGE CORPORATION HIGH COUNTRY BEVERAGE CORPORATION 401(K) PLAN | JOHNSTOWN, CO | Other NONE | 271 | $17.2M | $0 |
| HIGH COUNTRY BEVERAGE CORPORATION HIGH COUNTRY BEVERAGE CORPORATION 401(K) PLAN | JOHNSTOWN, CO | Other NONE | 122 | $17.2M | $0 |
| CHESAPEAKE SPRINKLER COMPANY INC CHESAPEAKE SPRINKLER COMPANY, INC. 401(K) RETIREMENT PLAN | ODENTON, MD | Other NONE | 13 | $16.7M | $0 |
| SFB BUCK, LLC BUCK DISTRIBUTING 401(K) PROFIT SHARING PLAN | UPPER MARLBORO, MD | Other NONE | 69 | $15.1M | $0 |
| SFB BUCK, LLC BUCK DISTRIBUTING 401(K) PROFIT SHARING PLAN | UPPER MARLBORO, MD | Other NONE | 69 | $15.1M | $0 |
| DECISION RESEARCH CORPORATION DECISION RESEARCH CORPORATION | HONOLULU, HI | Other NONE | 136 | $14.4M | $0 |
| SFB BUCK, LLC BUCK DISTRIBUTING 401(K) PROFIT SHARING PLAN | UPPER MARLBORO, MD | Other NONE | 83 | $14.3M | $0 |
| HIGH COUNTRY BEVERAGE CORPORATION HIGH COUNTRY BEVERAGE CORPORATION 401K PLAN | JOHNSTOWN, CO | Other NONE | 176 | $14.1M | $0 |
| L. FISHMAN & SON, INC. L. FISHMAN & SON, INC. 401(K) PROFIT SHARING PLAN | BALTIMORE, MD | Other NONE | 246 | $14.0M | $0 |
| PROCON CONSULTING, LLC PROCON CONSULTING, LLC 401(K) PLAN | MCLEAN, VA | Other NONE | 154 | $13.7M | $0 |
| MUSIC REPORTS, INC. MUSIC REPORTS, INC. 401K RETIREMENT PLAN | WOODLAND HILLS, CA | Other NONE | 121 | $13.1M | $0 |
| GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. MEDICAL BENEFIT PLAN | NEW BRAUNFELS, TX | Other NONE | 219 | $12.6M | $0 |
| HAMMOND BEVERAGE GROUP OF MD, LLC DBA BUCK DISTRIBUTING BUCK DISTRIBUTING 401(K) PROFIT SHARING PLAN | UPPER MARLBORO, MD | Other NONE | 92 | $12.4M | $0 |
| GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. MEDICAL BENEFIT PLAN | NEW BRAUNFELS, TX | Other NONE | 205 | $12.4M | $0 |
| GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. MEDICAL BENEFIT PLAN | NEW BRAUNFELS, TX | Other NONE | 208 | $11.6M | $0 |
| INTERSPORT INC INTERSPORT INC 401(K) RETIREMENT PLAN | CHICAGO, IL | Other NONE | 188 | $11.4M | $0 |
| MOSAIC TECHNOLOGIES GROUP MOSAIC TECHNOLOGIES GROUP 401(K) PLAN | FULTON, MD | Other NONE | 249 | $10.8M | $0 |
| MOSAIC TECHNOLOGIES GROUP MOSAIC TECHNOLOGIES GROUP 401(K) PLAN | FULTON, MD | Other NONE | 0 | $10.2M | $0 |
| TRAX RETAIL, INC. TRAX 401(K) PLAN | BOSTON, MA | Other NONE | 145 | $10.2M | $0 |
| MUSIC REPORTS, INC. MUSIC REPORTS, INC. 401K RETIREMENT PLAN | WOODLAND HILLS, CA | Other NONE | 117 | $9.5M | $0 |
| TRAX RETAIL, INC. TRAX 401(K) PLAN | BOSTON, MA | Other NONE | 178 | $8.3M | $0 |
| IGM BIOSCIENCES IGM BIOSCIENCES 401(K) PLAN | MOUNTAIN VIEW, CA | Other NONE | 253 | $7.3M | $0 |
| CULTURE AMP, INC. CULTURE AMP, INC. 401(K) PLAN | SAN FRANCISCO, CA | Other NONE | 355 | $7.1M | $0 |
| TRAX RETAIL, INC. TRAX 401(K) PLAN | BOSTON, MA | Other NONE | 227 | $7.1M | $0 |
| THE TERMINAL CORPORATION THE TERMINAL CORPORATION PROFIT SHARING 401(K) AND TRUST | BALTIMORE, MD | Other NONE | 12 | $6.9M | $0 |
| TRAX RETAIL, INC. TRAX 401(K) PLAN | BOSTON, MA | Other NONE | 241 | $6.8M | $0 |
| THE TERMINAL CORPORATION THE TERMINAL CORPORATION PROFIT SHARING 401(K) AND TRUST | BALTIMORE, MD | Other NONE | 103 | $6.1M | $0 |
| THE TERMINAL CORPORATION THE TERMINAL CORPORATION PROFIT SHARING 401(K) AND TRUST | BALTIMORE, MD | Other NONE | 109 | $6.0M | $0 |
| TRAX RETAIL, INC. TRAX 401(K) PLAN | BOSTON, MA | Other NONE | 237 | $5.0M | $0 |
| DECISION RESEARCH CORPORATION DECISION RESEARCH CORPORATION | HONOLULU, HI | Other NONE | 0 | $0 | $0 |