Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Artisan Mid Cap in their Schedule of Assets, totaling $34.5M 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 | BOARD OF TRUSTEES IRON WORKERS IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND PENSION FUND | DORCHESTER MA | 2,142 | $683.1M | $19.1M |
| 2 | NATIXIS INVESTMENT MANAGERS, LLC 401(K) SAVINGS AND RETIREMENT PLAN, SPONSORED BY NATIXIS INVESTMENT MANAGERS, LLC | BOSTON MA | 988 | $468.1M | $15.2M |
| 3 | A.D. TRANSPORT EXPRESS, INC. |
CANTON MI |
| 414 |
| $8.9M |
| $177K |
| 4 | FMR LLC FIDELITY RETIREMENT SAVINGS PLAN | BOSTON MA | 68,838 | $34.2B | $5K |