Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Artisan International Value Instl Mutual funds in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIBERTY BANK LIBERTY BANK PENSION PLAN | MIDDLETOWN CT | 736 | $148.9M | $3.7M |
| 2 | GAFCON PM-CM LLC GAFCON PM-CM LLC PROFIT SHARING PLAN | SAN DIEGO CA | 124 | $17.9M | $378K |
| 3 | ZIFFREN BRITTENHAM LLP ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 64 |
| $68.3M |
| $117K |
| 4 | KILLBUCK SAVINGS BANK COMPANY KILLBUCK SAVINGS BANK COMPANY 401(K) | KILLBUCK OH | 117 | $14.4M | $13K |
