Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 40 retirement plans report an interest in this investment, totaling $322.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: MID CAP Growth / Artisan Partners F, MID CAP Growth/artisan Partners F. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | STIFEL FINANCIAL CORP. STIFEL FINANCIAL PROFIT SHARING 401(K) PLAN | ST LOUIS MO | 8,303 | $2.3B | $73.4M |
| 2 | AMDOCS, INC. AMDOCS, INC. 401(K) PLAN | ST LOUIS MO | 3,912 | $850.8M | $48.9M |
| 3 | TRUSTEES OF WISCONSIN NECA-IBEW WISCONSIN NECA-IBEW RETIREMENT PLAN | MADISON WI | 2,796 | $715.2M | $37.7M |
| 4 | JACK HENRY & ASSOCIATES INC JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN | ALLEN TX | 7,243 | $1.4B | $36.1M |
| 5 | DYCOM INDUSTRIES, INC. DYCOM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 16,855 | $403.3M | $17.1M |
| 6 | PEGASYSTEMS INC PEGASYSTEMS INC. 401(K) PLAN | CAMBRIDGE MA | 1,895 | $529.7M | $15.2M |
| 7 | HAWAII CARPENTERS 401(K) FUND HAWAII CARPENTERS 401(K) FD | HONOLULU HI | 6,693 | $258.0M | $11.9M |
| 8 | J.B POINDEXTER & CO., INC. JBP CO., INC. 401(K) SAVINGS PLAN | HOUSTON TX | 7,997 | $275.3M | $11.0M |
| 9 | RICHARDS, LAYTON & FINGER, P.A. RICHARDS, LAYTON & FINGER, P.A. RETIREMENT & SAVINGS PLAN | WILMINGTON DE | 315 | $284.7M | $10.0M |
| 10 | WYOMING MACHINERY COMPANY WYOMING MACHINERY COMPANY PROFIT SHARING 401(K) PLAN | CASPER WY | 798 | $144.1M | $9.7M |
