Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Artisan Midcap Fund in their Schedule of Assets, totaling $10.9M 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 | TOM JAMES COMPANY TOM JAMES COMPANY 401(K) AND PROFIT SHARING PLAN | FRANKLIN TN | 1,251 | $126.2M | $4.0M |
| 2 | GREENBAUM, ROWE, SMITH & DAVIS LLP GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUST | ISELIN NJ | 100 | $36.9M | $2.2M |
| 3 | GREENBAUM, ROWE, SMITH & DAVIS LLP |
ISELIN NJ |
| 132 |
| $39.3M |
| $2.1M |
| 4 | WOOD-FRUITTICHER GROCERY COMPANY, INC WOOD-FRUITTICHER GROCERY COMPANY, INC PROFIT SHARING & 401(K) PLAN | BIRMINGHAM AL | 363 | $46.2M | $2.0M |
| 5 | TETRA PAK, INC. TETRA PAK RETIREMENT SAVINGS PLAN | DENTON TX | 1,665 | $500.2M | $548K |
