Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Artisan Intl Val Inst Mutual Fund in their Schedule of Assets, totaling $1.8M 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 | SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN | OMAHA NE | 688 | $50.3M | $1.5M |
| 2 | BLOOD ASSURANCE, INC. BLOOD ASSURANCE, INC. 401(K) PLAN | CHATTANOOGA TN | 191 | $7.9M | $324K |
| 3 | IMPACT MHC MANAGEMENT, LLC |
CEDAREDGE CO |
| 229 |
| $4.3M |
| $9K |
| 4 | VIRGINIA DIODES VIRGINIA DIODES 401(K) PLAN | CHARLOTTESVILLE VA | 129 | $9.2M | $7K |
