Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Artisan International Val-Inst in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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 | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK, INC. THE NEW YORK PHILHARMONIC ORCHESTRA PENSION PLAN | NEW YORK NY | 92 | $64.2M | $3.3M |
| 2 | ASIAN AMERICAN DRUG ABUSE AADAP, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 129 | $11.3M | $626K |
| 3 | TRC WORLDWIDE ENGINEERING |
BRENTWOOD TN |
| 86 |
| $14.4M |
| $333K |
| 4 | CLARI, INC. CLARI RETIREMENT SAVINGS PLAN | SUNNYVALE CA | 466 | $37.1M | $21K |
| 5 | CAREER CERTIFIED CAREER CERTIFIED 401(K) PLAN | GREENWOOD VILLAGE CO | 39 | $6.2M | $9K |
| 6 | MITCHELL COMPANIES, LLC MITCHELL COMPANIES 401(K) PLAN | MERIDIAN MS | 339 | $22.6M | $2K |
