Form 5500 Search

OAKMARK FUNDS

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
11
Active participants
2,277
Total plan assets
$488.4M
Filings (rows)
11
Direct comp
$0
Indirect comp
$0

SERVICES PROVIDED

Other11

Top plans served

All 11 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
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
MONIN, INC.
MONIN, INC. 401(K) PROFIT SHARING PLAN
CLEARWATER, FL
Other
NONE
342$25.4M$0
MONIN, INC.
MONIN, INC. 401(K) PROFIT SHARING PLAN
CLEARWATER, FL
Other
NONE
310$19.7M$0
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC.
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. MEDICAL BENEFIT PLAN
NEW BRAUNFELS, TX
Other
NONE
219$12.6M$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
OAKMARK FUNDS — Form 5500 Service Provider Profile | Form 5500 Search