Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| OAKMARK EQUITY AND INCOME INVESTOR | 25 |
| OAKMARK EQUITY & INCOME INVESTOR | 3 |
| OKMRK INTL I | 3 |
| OAKMARK INTERNATIONAL INVESTOR | 1 |
| 1 |
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Pentair Inc. Pentair Inc. Retirement Savings and Stock · all filings | GOLDEN VALLEY, MN | Other service providers | 4,636 | $909.7M | $0 | $0 |
| Pentair Inc. Pentair Inc. Retirement Savings and Stock · all filings | GOLDEN VALLEY, MN | Other service providers | 5,040 | $822.4M | $0 | $0 |
| Pentair, Inc. Pentair, Inc. Retirement Savings and Stock · all filings | GOLDEN VALLEY, MN | Other service providers | 5,714 | $693.8M | $0 | $0 |
| Commonwealth Emergency Commonwealth Emergency Physicians 401 (K) Plan · all filings | DALLAS, TX | Other service providers | 109 | $41.7M | $0 | $0 |
| Advanced Solutions International Inc. Advanced Solutions International Inc. 401(k) Retirement Plan · all filings | AUSTIN, TX | Other service providers | 168 | $29.7M | $0 | $0 |
| KWPH Enterprises DBA American Ambulance American Ambulance 401(k) Retirement Plan · all filings | FRESNO, CA | Other service providers | 691 | $29.6M | $0 | $0 |
| Klarna, Inc. Klarna 401(k) Plan · all filings | COLUMBUS, OH | Other service providers | 369 | $27.2M | $0 | $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. · all filings | ORLANDO, FL | Other service providers | 95 | $26.4M | $0 | $0 |
| Chesapeake Sprinkler Company Inc. Chesapeake Sprinkler Company, Inc. 401(k) Retirement Plan · all filings | ODENTON, MD | Other service providers | 135 | $21.8M | $0 | $0 |
| Chesapeake Sprinkler Company Inc. Chesapeake Sprinkler Company, Inc. 401(k) Retirement Plan · all filings | ODENTON, MD | Other service providers | 168 | $21.7M | $0 | $0 |
| Klarna, Inc. Klarna 401(k) Plan · all filings | COLUMBUS, OH | Other service providers | 541 | $20.7M | $0 | $0 |
| Annin & Co Annin & Co 401(k) Retirement Plan · all filings | NEW PROVIDENCE, NJ | Other service providers | 332 | $19.2M | $0 | $0 |
| Annin & Co Annin & Co 401(k) Retirement Plan · all filings | NEW PROVIDENCE, NJ | Other service providers | 338 | $18.8M | $0 | $0 |
| Procon Consulting, LLC Procon Consulting, LLC 401(k) Plan · all filings | MCLEAN, VA | Other service providers | 216 | $17.7M | $0 | $0 |
| Annin & Co Annin & Co 401(k) Retirement Plan · all filings | NEW PROVIDENCE, NJ | Other service providers | 341 | $17.5M | $0 | $0 |
| High Country Beverage Corporation High Country Beverage Corporation 401(k) Plan · all filings | JOHNSTOWN, CO | Other service providers | 271 | $17.2M | $0 | $0 |
| High Country Beverage Corporation High Country Beverage Corporation 401(k) Plan · all filings | JOHNSTOWN, CO | Other service providers | 122 | $17.2M | $0 | $0 |
| Chesapeake Sprinkler Company Inc. Chesapeake Sprinkler Company, Inc. 401(k) Retirement Plan · all filings | ODENTON, MD | Other service providers | 13 | $16.7M | $0 | $0 |
| SFB BUCK, LLC BUCK Distributing 401(k) Profit Sharing Plan · all filings | UPPER MARLBORO, MD | Other service providers | 69 | $15.1M | $0 | $0 |
| SFB BUCK, LLC BUCK Distributing 401(k) Profit Sharing Plan · all filings | UPPER MARLBORO, MD | Other service providers | 69 | $15.1M | $0 | $0 |
| Decision Research Corporation Decision Research Corporation · all filings | HONOLULU, HI | Other service providers | 136 | $14.4M | $0 | $0 |
| SFB BUCK, LLC BUCK Distributing 401(k) Profit Sharing Plan · all filings | UPPER MARLBORO, MD | Other service providers | 83 | $14.3M | $0 | $0 |
| High Country Beverage Corporation High Country Beverage Corporation 401(k) Plan · all filings | JOHNSTOWN, CO | Other service providers | 176 | $14.1M | $0 | $0 |
| L. Fishman & SON, Inc. L. Fishman & SON, Inc. 401(k) Profit Sharing Plan · all filings | BALTIMORE, MD | Other service providers | 246 | $14.0M | $0 | $0 |
| Procon Consulting, LLC Procon Consulting, LLC 401(k) Plan · all filings | MCLEAN, VA | Other service providers | 154 | $13.7M | $0 | $0 |