Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Artisan Artisan Small Cap Investor in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PEAKSWARE HOLDINGS LLC PEAKSWARE HOLDINGS LLC 401(K) PLAN | LOUISVILLE CO | 251 | $32.5M | $890K |
| 2 | OHIOHEALTH O'BLENESS MEMORIAL HOSPITAL TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 425 | $43.8M | $339K |