Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Artisan International Val-Inst in their Schedule of Assets, totaling $4.0M 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 | 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 | MITCHELL COMPANIES, LLC |
MERIDIAN MS |
| 339 |
| $22.6M |
| $2K |
