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

Active participants

2,277

Total plan assets

$488.4M

Filings (rows)

Direct comp

Indirect comp

SERVICES PROVIDED

Other service providers11

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Guadalupe Valley Telephone Cooperative, Inc. Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program · all filings	NEW BRAUNFELS, TX	Other service providers	69	$88.0M	$0	$0
Guadalupe Valley Telephone Cooperative, Inc. Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program · all filings	NEW BRAUNFELS, TX	Other service providers	64	$85.6M	$0	$0
Guadalupe Valley Telephone Cooperative, Inc. Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program · all filings	NEW BRAUNFELS, TX	Other service providers	58	$78.9M	$0	$0
G3 Technologies Inc. G3 Technologies Inc. 401(k) Plan · all filings	COLUMBIA, MD	Other service providers	223	$59.5M	$0	$0
G3 Technologies Inc. G3 Technologies Inc. 401(k) Plan · all filings	COLUMBIA, MD	Other service providers	299	$52.4M	$0	$0
G3 Technologies Inc. G3 Technologies Inc. 401(k) Plan · all filings	COLUMBIA, MD	Other service providers	280	$42.4M	$0	$0
Monin, Inc. Monin, Inc. 401(k) Profit Sharing Plan · all filings	CLEARWATER, FL	Other service providers	342	$25.4M	$0	$0
Monin, Inc. Monin, Inc. 401(k) Profit Sharing Plan · all filings	CLEARWATER, FL	Other service providers	310	$19.7M	$0	$0
Guadalupe Valley Telephone Cooperative, Inc. Guadalupe Valley Telephone Cooperative, Inc. Medical Benefit Plan · all filings	NEW BRAUNFELS, TX	Other service providers	219	$12.6M	$0	$0
Guadalupe Valley Telephone Cooperative, Inc. Guadalupe Valley Telephone Cooperative, Inc. Medical Benefit Plan · all filings	NEW BRAUNFELS, TX	Other service providers	205	$12.4M	$0	$0
Guadalupe Valley Telephone Cooperative, Inc. Guadalupe Valley Telephone Cooperative, Inc. Medical Benefit Plan · all filings	NEW BRAUNFELS, TX	Other service providers	208	$11.6M	$0	$0